Slaesforce FAQ

how to make a field readonly in salesforce

by Eldon Blanda Published 2 years ago Updated 2 years ago
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Another way to make the field read only is - Setup ---> Customize ---> Objects ---> Fields ---> Click on the field you want to make read-only ---> Click on button ' Set field-level security ' ---> here make the field read only for the profiles you want. note: Formula fields are always calculated, and therefore always read-only.

Salesforce Classic:
  1. Click on Setup | Manage Users | User.
  2. Open the user record and navigate to 'Permission Set Assignments' section.
  3. Open the Permission Set assigned and go to System permission.
  4. Deselect the option 'Edit Read Only Fields'
  5. Save.

Full Answer

How to display the field as readonly in Visualforce page?

You can use output field tag instead of using inputfield tag, which will display the field as readonly in visualforce page. let me know if you have any questions. You can try the <apex:outputField tag for same.

How do I make a field read-only?

Setup ---> Customize ---> Objects ---> Fields ---> Click on the field you want to make read-only ---> Click on button ' Set field-level security ' ---> here make the field read only for the profiles you want. note: Formula fields are always calculated, and therefore always read-only. Hope this helps you!

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 do I view the different fields in Salesforce?

The easiest way to do this is go to Setup \ Administration Setup \ Security Controls \ Field Accessability and select the object (accounts, contact, leads...) this is related to. You can then view the different fields by.

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

The easiest way to do this, is make a formula field showing the first and last name (text), which will be read only, then remove the name field from the layout.

How do I make fields mandatory read only in Salesforce?

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).

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 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.

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 lookup field read only?

Setup -> Security Controls-> Field Accessibility -> now select the object which contains this field. Then click on View by Fields. Now select your field from the drop down. Next to the profile for which you want this field to be read only click on editable or hidden.

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.

Can we make picklist field read only in Salesforce?

Thanks in advance. You can make the field read-only either on the page layout or the profile (field-level security). Keep in mind that as a system administrator, you have permission to edit read-only fields, so it will never work for you. It will work for regular users though.

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

How to make field non-editable in Salesforce?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 for system admin in Salesforce?

If you really want to prevent sys admins from editing read-only fields, you can clone the System Administrator profile and uncheck that permission in the new profile.

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