Creating a Record creation Warning Screen

In this post, I will demonstrate how you can create a Form to warn a particular user if they are about to create a new Record when it is not desirable for them to do so.

This can prove all the more relevant on the Modern version of Softools' platform as there is no 'tick' in the top right to confirm Record creation. Likely use cases will occur in Audit Apps where a Master (exemplary) Record or 'Checklist' is present. Here you may have a Workflow set up to copy and link any Child records that are copied and thus created from the Master. Here, you would not want an auditor to create any new Records as these would conflict with the pre-determined exemplary one.

Thus, you can reduce the risk of this happening via Form Visibility Rules - Template Visibility Rules can also achieve this but I won't detail them here as they are a feature coming soon to Softools. They are currently available upon request however. None the less, in this case I have created a 'Warning' Form set to display on its own until the 'Confirm' Bit Field is checked at which point the 'Master' Form (or all others depending on case) become visible and the 'Warning' one is once again hidden.

Configuring this is a matter of Form Visibility Rules:

'Warning' Form Rule: $filter=[Confirm] eq true - Set to be hidden from all teams []

'Master' Form Rule: $filter=[Confirm] eq false - Set to be hidden from all teams []