how to make a field not editable in salesforce

1 Yup, here's how to do it Create a time dependant wrokflow rule. 2 days after the record was created, have it change a new field Lock_field__c to be true. for your validation rule, if lock_field__c == true; you can not edit it

Full Answer

How can I make a field to be editable but non-editable?

How can I make a field to be editable at create-time (new record) but non-editable at edit-time (existing record). You can create a validation rule using ISCHANGED to prevent changes to certain fields. Here's an example with Opportunity Name.

How many fields can be editable for an existing record?

However, only 2 of these fields should be editable for an existing record. Other fields should not be editable for existing record. I thought I could use field-level security settings.

Is there a way to prevent changes to certain fields?

You can create a validation rule using ISCHANGED to prevent changes to certain fields. Here's an example with Opportunity Name. . Gerat! I will try this out.

How to set a custom field as read-only?

You can set the field as Read-Only in the page layout of that custom object. That only affects entry from the UI. However, other Apex code, an API call or the data loader could still modify this value.

How do I create a non editable field in Salesforce?

1. Open the field. 2. Click Set Field-Level Security button....For all the users:Go to the page layout.Click the Field Properties in the page layout.Make it Read-Only.

How do you make a field non editable in Salesforce using validation rule?

3 Answer(s)Go to the object's field page under Setup.Click on the view link for the field.Click the Set Field-Level Security button.Change the field to read-only for the appropriate profiles (You would need to change to appropriate profile to test)

How do you lock a field in Salesforce?

Using Record Type & Page Layouts: Create two different record types say “Open” & “Locked” and change the record type of the record using workflow field update or trigger. And then create a separate page layout for the “Locked” record type with all fields marked as 'Read-Only'.

How do I make a field read only in Salesforce validation rule?

"View by Record Types". I would choose View by Record Types. Then when the matrix appears, select the field and the profile that you what to change (i.e., field: annual revenue for the contact manager is editable). Click on that item or "cell" and change the field level security to read only.

How do I make a field read only in Salesforce workflow?

>>Go to the Field and Click on the Set Field-Level Security button which is besides the Edit. >> Click on Read Only Checkbox besides the User's Profile.

How do you make a field read only in Salesforce lightning?

Lightning Experience:Click on Setup | Administration | Users | Users.Open the user record and navigate to 'Permission Set Assignments' section.Open the Permission Set assigned and go to System permission.Deselect the option 'Edit Read Only Fields'Save.

How do you make record read only just after creation no one can edit it not even creator in Salesforce?

We can Achieve this by using workflows rules. First create a new record type as a "Rean only", it has only read only permission to all profiles . next create workflow on status field. if "status" is changed to "Closed" we can update the record type field.

What is locking in Salesforce?

So when someone “asks” Salesforce to update a record, Salesforce first locks the record so no one else can update it until the lock is released. If someone tries to (asks for an) update the record while it's locked, Salesforce will try up to 10 times to obtain a record lock, before giving up, and throwing an error.

How do you lock the records from being edited by others in SOQL?

To lock records, simply use the FOR UPDATE keywords in your SOQL statements. You do not have to manually commit the records so if your Apex script finishes successfully the changes are automatically committed to the database and the locks are released.

What is read only field in Salesforce?

When a flow tries to create or update records, fields that the running user can't edit are considered inaccessible , or read only. A field can be inaccessible because the user hasn't been granted permission to edit the field or because it's a system field that's always read only.

How do I make fields read only on page layout?

You can set the field as Read Only on page layout. Show activity on this post. From the "Quick find" box on the left search for "Field Accessibility" then choose your "obj1". Select "View by fields" and choose "field1".

How do I make a checkbox readonly in Salesforce?

Please check if it marked as read only on the field within the page layout assigned. Open the assigned object page layout. click on the field on the page layout and you will find a tool bar. select the toolbar and there you can find mark as read only and required.More items...•