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how to prevent unauthorized template creation

I wanted to setup a validation rule to prevent regular users from creating template. Is there a way to do so? "Template" is not listed in the Entities under customization.

 

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Bo Gao Answered

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You sure can!
Indeed we don't have a template entity as a template is essentially a project that is marked as a template in our database.
To block a template creation you need to create a validation rule on the project level, event = a record is created.
In the eval criteria check that 'IsTriggeredBy('NewTemplate')=TRUE'
Here is where you can read more about this function:
http://usermanual.clarizen.com/#formula-editor-functions$IsTriggeredBy%20Function

To exclude admins add '&& not currentuser().admin'. Similarly for super users.

Roni

Roni Feldsher 0 votes