Modifying form behavior based on origination of edit request

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  • Updated 5 years ago
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I have a one to many relationship between Projects and Risks. Is it possible to keep the Project name field read only when creating or editing a risk/issue from the Project record? And make it editable when creating a new risk/issue from the risk/issue table?

Photo of Krishna


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Posted 5 years ago

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Make a field called [Record id# mirror] with a formula of [record id#]

form rule

when [record id# mirror]>0

make read only [related project]

The [record id# mirror] will need to be on the form hidden by a form rule.

ie if the record previously existed, then the related project will not be editable. If its a new record, then you still may select related project.