Skip to main content
New Idea

Making custom field non editable

  • March 2, 2021
  • 7 replies
  • 169 views

andreammelde
Forum|alt.badge.img+3

I am working on a low volume custom object that will act as a way to submit a request to SFDC. I want to have a field where I write a rule to populate the ID created in SFDC for a foreign key, but I want to make sure the field is not editable. How can I update the settings in data management to make a custom field read only?

7 replies

gunjanm
Forum|alt.badge.img+13
  • Expert ⭐️
  • March 3, 2021

The only way I can think of is by checking “Hide in Reporting”, but this would also hide it in Rules Engine, i.e. not allow you to write to it. What/how would it get edited as per your concern?


andreammelde
Forum|alt.badge.img+3
  • Author
  • Helper ⭐️⭐️
  • March 9, 2021

@gunjanm  we have it as a low volume object and a report on the C360 so that the CSMs enter in records as though it is a form. I have a couple fields that I do not want the CSM to fill in. Granted - if they do it will overwrite later but it could cause confusion bc they do not need to edit the fields when entering a record


andreammelde
Forum|alt.badge.img+3
  • Author
  • Helper ⭐️⭐️
  • March 15, 2021

For more reference - the fields they fill in are indicators if the form created a record in SFDC so that we can track using a foreign key to the SFDC record


gunjanm
Forum|alt.badge.img+13
  • Expert ⭐️
  • March 15, 2021

@andreammelde I’m not too sure in that case, unfortunately.

  
End Proctoring-
 

andreammelde
Forum|alt.badge.img+3
  • Author
  • Helper ⭐️⭐️
  • March 16, 2021

@sai_ram  can this be changed to an idea since the current functionality is not available?

 

On CTA layouts we can add fields and set some to be non-editable. This would be the same kind of functionality, but the admin can set at the actual field level which gives us much more control and security on our data


sai_ram
Forum|alt.badge.img+1
  • Expert ⭐️⭐️
  • March 16, 2021

@sai_ram  can this be changed to an idea since the current functionality is not available?

 

On CTA layouts we can add fields and set some to be non-editable. This would be the same kind of functionality, but the admin can set at the actual field level which gives us much more control and security on our data

@andreammelde changed to idea and redirected to the product team. Thanks!


mathieu.brillon
Forum|alt.badge.img
  • Contributor ⭐️⭐️
  • February 17, 2023

Anything new on this? It does break some of our processes to allow users to edit certain fields from our low volume object records.