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How does the read-only mode work for linked record fields?

Updated yesterday

Linked record fields have multiple permission levels. For example, the parent field (on the form) can be read-only (i.e. not allowing users to create, link or unlink records) but the child form is editable (or vice versa). There are different methods for setting this up for different use cases:

Allow users to view/edit linked records, while not letting them change which records are linked

  1. Open the linked record field's settings

  2. Go to the Record Finder Options

  3. Under Record Finder Mode, select Hide record finder button

  4. Make sure that Allow users to unlink existing records is turned off

  5. Go to the Create & Expand Records section

  6. Turn off Allow users to create new records (if desired)

  7. Turn on Allow users to expand (or edit) linked records

  8. Click on Edit Form to open the child form for expanding linked records.

  9. Click on Bulk Actions and make all read-only to prevent edits to fields within linked records (if desired).

Do not allow users to open linked records, or changing which records are linked

  1. Open the linked record field's settings

  2. Turn on read only.

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