Automation
Guard rules
A guard rule blocks a change outright based on the record's state or the user's role. Learn how to lock approved records and allow exceptions.
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A guard refuses a change when its conditions hold. The person sees one clear message and nothing is saved. Use a guard when the change itself isn't allowed, whatever the values are: editing an approved order, deleting a posted invoice, changing a price after shipping.
A guard runs last, after computations and validations, so it sees the final values of the record.
Create a guard#
- Open any view on the table, click Settings, choose Business Rules, and click New rule.
- Enter a Name, such as "Approved orders are locked", and set the Rule type to Guard.
- Under Runs on, choose the operations to block, for example Update and Delete.
- Under When, add the conditions that make the change forbidden, for example "Status is Approved". Use Field with Before to test the value the record had before this change.
- Enter the Message shown to the user, such as "This order is approved and can no longer be changed."
- Optionally choose Fields that stay editable and Groups that can bypass.
- Click Create rule.
Fields that stay editable#
A locked record often still needs a few fields to change, such as internal notes or a tracking number. Add them under Fields that stay editable. An update that only touches those fields passes the guard.
Groups that can bypass#
Add groups under Groups that can bypass to let their members make the change anyway, for example a "Finance managers" group that can correct posted invoices. Organization owners can always bypass a guard. If the list is empty, nobody else can.
Examples#
| Guard | Runs on | When | Exceptions |
|---|---|---|---|
| Approved orders are locked | Update, Delete | Status (Before) is Approved | Notes stays editable |
| Posted invoices can't be deleted | Delete | Posted is true | Finance managers can bypass |
| Only managers can close deals | Update | Status changed to Won, and the user isn't in Sales managers | None |
Status transitions#
A Status column can already limit which moves are allowed between states. You don't need a guard for that. Add a guard when you also need a custom message or an exception for certain groups.
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