In many cases, it is necessary to provide reference information a user needs to complete a task they have been assigned. For example, in an incident management system, an agent who is assigned the task of following up with a client needs the contact information for that client.

 

To complete the task they have been assigned, they might have a form that lets them fill out who they spoke to, and the results of the conversation. To make it as easy as possible to do that, the contact information should be present in the form, along with the date the incident occurred and the report of the incident--but It should not be possible for the agent to modify any of that information.

 

Pulpstream was designed to do that.

 

When you define a "Follow Up" data component that adds child records to the main Incident record, you can design the system so that agents use a form based on that data component to complete the task. Any fields from the Follow Up component (for example, date-contacted and notes), are editable by default in that form (although you can change that behavior, if you need to). 

 

But fields added to that form from the Incident record are not editable, and cannot be made editable. So a typical stragegy is to create a separate tab for relevant information like the date the incident occurred and the report of the incident, and to fill it with data from the Incident data component. 

 

All such information is then readily available to the agent who is completing the task, but is not modifiable.