How can I make a field read-only once the record has been saved?

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  • Updated 6 years ago
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A few users are editing text fields after they have been initially saved. How can I make it so once the record has been saved, they cannot edit that field after the fact?
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Ismail

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Posted 6 years ago

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Mark_Shnier

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The only way I can think to do that is to set up checkbox flag fields and set up a form rule that says

when the record is saved and [my text field #1] is not (blank)
action
change [checkbox field #1]
to checked.

Then have a form rule that say when [checkbox #1] is checked make the field not editable.

(Your can have a rule that says when the field is not blank to make it not editable, but that's a but unfriendly to users as if they tab out of the field before saving, then the field stops being editable! )
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Tom_M, Champion

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Create a checkbox and use form rules to drive this functionality.

Example:
Checkbox RecordHasBeenSaved (default value is unchecked)

Form Rule Driving Read-Only Behavior: When the record is saved and RecordHasBeenSaved is unchecked, change RecordHasBeenSaved to checked

Form Rule to Make Fields Read-Only:
When RecordHasBeenSaved is checked
Make Read-Only <Your Field Here>

Hope this helps.

-Tom