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Status Future consideration
Created by Kristina Gass
Created on Apr 3, 2025

RELATED IDEAS

Restrict ability to convert or copy records

What is the challenge?

When converting or copying records it can be difficult to trace history for the change.

What is the impact?

Unable to quickly understand audit history for a record.

Describe your idea

Add the ability to restrict the ability of users to convert or copy records.

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    • Michael Bruner
      Reply
      |       Apr 15, 2025

      This will definitely be helpful in identifying copied records that may have data errors. Interested in a similar idea to manage which fields are copied: https://big.ideas.aha.io/ideas/A-I-18135

    • +1
    4 MERGED

    Disable cloning / copying records

    What is the challenge? copied records bring over all data fields - including locked fields and fields used to indicate something was a part of a specific planning period What is the impact? there is no way to identify a record has been cloned, or ...
    Joy Fryer 3 months ago in Account settings 0 Future consideration
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