Slaesforce FAQ

how to make a field read only salesforce

by Yoshiko Cormier Published 3 years ago Updated 2 years ago
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Salesforce Classic:

  1. Click on Setup | Manage Users | Permission Sets
  2. Open the Permission Set that has the 'Edit Read-Only Fields' added in it
  3. Go to System permission
  4. Deselect the option 'Edit Read Only Fields'
  5. Save

How to make field non-editable in Salesforce?
  1. Go to the page layout.
  2. Click the Field Properties in the page layout.
  3. Make it Read-Only.
Apr 27, 2021

Full Answer

How do I make a matrix read only in Salesforce?

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. Go ahead and do the same for the other profiles that you wish to set to read only status.

How to make a field read-only in Salesforce?

Jyothsna. (Salesforce Developers) Hi Arpita, To make this field read-only, Click on. Setup ---> Customize ---> Objects ---> Page Layouts ---> Edit the page layout ---> Select the field you want to make read-only ---> Click on ' Properties ' of the field (an icon to the right end of field) ---> Here you will get a checkbox to make ...

How to make a field read only for the same user?

Greetings! >>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. Which makes the field Read Only for the users who are all having the same profile.

How to make a checkbox read only in Salesforce?

In the page layout you can make the field as read only. Note: Salesforce provided mandatory fields cannot be readonly. Like statusfield in Case object. Option 2) create a validation rule to restrict editing when checkbox value is true

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How can we make a field read only in Salesforce?

Salesforce Classic:Click on Setup | Manage Users | User.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 I make a field not editable in Salesforce?

Add field level security to the service territory object because this profile should not be able to edit any fields on it. Only should be able to add and remove the related object.

How do I make a field required read only?

To mark that field read only, go to that field and click on Set Field-Level Security(Screenshot 1) on that field anf then click on Read-Only check box(Screenshot 2).

Can a required field be read only in Salesforce?

At a simple level, you can't make a field read-only if it's required.... it doesn't make sense... the user wouldn't be able to save a record because they wouldn't be able to enter data in the required field.

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 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 make an input field not editable?

The readonly attribute makes a form control non-editable (or “read only”). A read-only field can't be modified, but, unlike disabled , you can tab into it, highlight it, and copy its contents. Setting the value to null does not remove the effects of the attribute. Instead use removeAttribute('readonly') .

How do you make the mandatory field read only in page layout in Salesforce?

Go to setup and type field accessibility in quick search box.Now click the object, you want to change field accessibility for.Next page will show two options. ... To change field accessibility click on the field access,a page will open.You can make field visible, required or read only from here.Save You changes.

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 you make a field read only in Lightning record page?

First, you need to use the lightning-record-edit-form instead of lightning-record-view-form since you also need the ability to conditionally edit the records. Then, you can use lightning-input-field and set the read-only attribute to true or false based on your conditions.

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