Lavi
12/23/2024, 6:58 PMCeligo AI
12/23/2024, 6:58 PMAI generated answer (using internal Slack threads):****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To make a standard field 'read-only' for all roles except Admin, you can follow these steps: 1. Create a custom form and set the display type of the field you want to restrict as 'disabled' or 'inline'. This will prevent users from being able to edit the field when the record is loaded in the custom form. 2. Set this custom form as the default/preferred form for the record type for all roles except Admin. This can be done by going to the role settings and setting the form as the default for that record type. Please note that this method does not prevent someone from searching for the underlying data in a saved search or report. Also, if the fields are inline editable, users can change the value in the search results by turning on the inline edit function. Alternatively, you can use a workflow to make the field read-only based on the role. This should prevent inline editing of the field. However, this method may not work for fields that are part of a managed app, such as Celigo. Remember, these methods are somewhat convoluted and can be problematic for keeping track of permissions.
Celigo AI
12/23/2024, 6:58 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.819542527
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.817203224
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.814415455
Celigo AI
12/23/2024, 6:58 PM