Slaesforce FAQ

how to make field non editable in salesforce

by Beverly Jacobson Published 2 years ago Updated 2 years ago
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Look up field to be made non editable

  1. Create validation to restrict user from populating this field
  2. Create in line visual force page and show this field on visual force page. On visual force page you can make field...
  3. Create addition page layout and record type. On one page layout keep this field read only and on other keep this...

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.

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.

What are the fields which are non editable on a standard object?

- Salesforce Stack Exchange What are the fields which are non editable on a standard object? What are the fields which are non editable on a standard object like contact/lead? example : ContactId/LeadId and formula fields are non editable.

What are the fields which are non editable on a contact/lead?

What are the fields which are non editable on a standard object like contact/lead? example : ContactId/LeadId and formula fields are non editable. By following code you can ensure that the field is editable or not of contact object.

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.

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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 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.

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 for some users?

In the role's detail view, click on the desired module (e.g. Accounts) in the left pane to view its fields. Click the value next to the Email Address field and choose "Read Only". Click "Save" to confirm your settings.

How do you 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 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 on page layout?

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 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 make fields read only on page layout?

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 I create a custom editable field in Salesforce?

To make the field editable, click “visible,” and to keep a field in read-only format, click “visible and read only.” If you just need to edit one field, you can use the Force.com Quick Access Menu. First, click on “view fields,” which will take you to a list of all fields found on that page.

What is the difference between visible and read only in Salesforce?

If you check the "Visible" checkbox, that field will be visible to that profile or Users of that profile will not be able see this field. Read-Only: If you check the "Read-Only" checkbox, that field will be read only for the users of that profile or Users of that profile will be able edit this field.

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