Making a Field Read-Only in a Form

You can make fields in a form read-only, to ensure that they only provide information and can’t be edited by users accessing the form. You have the option to always present the field as read-only, or leave it as editable unless certain conditions are met - for example, partners can edit the value in the field, but providers can only read it.

To make a form field read-only:

1. Open the form you want to edit - see Access a Form for Configuration.
2. Select the field you want to make read-only in Selected Fields.
3. In the configuration window for the field, enable (read-only) or disable (editable) the Read-only field as required.
4. [Optional] Add a condition to indicate when the field should be read-only. Click Add Condition.

5. Enter the condition by selecting property/properties and entering values, for example Type Is Provider. The list of conditions available depends on the form type/field.

   You can choose any of these as the basis of the condition:

   • Core and custom fields of a select type (select, multiselect, radio, checkbox)
   • Partner Group (for all portal forms)
   • Supplier User Roles (for all Unifyr One Admin forms)

   

   Note: Only fields that accept static values (Checkbox, Radio, Select, Multiselect types) can be given a condition for read-only status. 

6. Add further conditions if required, by clicking Add Condition again and repeating the previous step. You can also create a new group of conditions. For information, see Adding a Display Condition to a Field in a Form.
7. Click Save to preserve the update, Save and Close to complete it and return to the form list, or Cancel to abandon the update.

Notes:

• If a field is set as Read-only but a condition isn’t supplied, the field will never be editable.
• If a Read-only condition is supplied but isn’t matched, the field will be presented as editable.
• If a field is set as Read-only, it will be automatically hidden on a Create form (for example, Add Contact or Create Lead)
• If the field is set as Read-only and Required, the partner will not be required to complete it to save the form.