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How to limit which records are editable in the Portal?
How to limit which records are editable in the Portal?

How to hide the edit button conditionally? I'd like portal users to still be able to view the records but not edit them.

Updated over a week ago

You can disable editing based on certain conditions so that users can access their records, but not be able to edit a record when it “expires” for example. Or prevent portal users from editing the records that are “approved” already. You'll need to go to:

  1. Portal Tables

  2. Select a table

  3. Custom Views section

  4. Turn off the Allow users to expand (or edit) records in this custom view toggle

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