Form Permission Rules

If you are not aware, there is a known issue in form permission rules.  If you are creating a pair (or more) of related list limiting rules using a condition based on specific clients, you can get an unusual error if you set the condition up using the client nickname.

For example, if you have a set of special job codes for one client and on the task form you want to limit the project job code list whenever the project belongs to that client. You would need one rule to limit the list for the client, and another rule to limit the list when it’s NOT that client. When you have a pair of rules in play, you get the job-code list limited properly, but you cannot save the task – you get an error “Value “xx” is not allowed. Choose from a list” – where xx is the internal id of the job code you selected.

The workaround is to use a client internal id rather than the client name in the condition. For this example, on the task form, you have “Project: internal id – customer_id” available for the condition field. Using this instead of the name does the trick!