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Can we make a field in SFM ready only after we save the record.

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Fry Chef
Fry Chef

Can we make a field in SFM ready only after we save the record.

Can we make a field in SFM ready only after we save the record?

Once the user enters a record we don't want to give the ability to edit the record. Appreciate any help.

Pastry Chef
Pastry Chef

Re: Can we make a field in SFM ready only after we save the record.

By "enters" the record, do you mean creates?

If so, you could have two different SFM's (one for create with the field available, and one for edit with the field read only), and control which SFM is available by using wizard criteria.

Sushi Chef
Sushi Chef

Re: Can we make a field in SFM ready only after we save the record.

Remember that if you make the fields Read Only in the Page Layout, you must go to the SFDC User Profiles and False the bool that allows users Edit Page Layout Read Only fields

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Fry Chef
Fry Chef

Re: Can we make a field in SFM ready only after we save the record.

Thanks Adam

Re: Can we make a field in SFM ready only after we save the record.

You could also write a validation rule that throws an error when:
1. There is a change in the field value (using the ISCHANGED function) AND
2. If the record is being updated

This may have to be a server side validation rule.

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Pastry Chef
Pastry Chef

Re: Can we make a field in SFM ready only after we save the record.

It would have to be server side as you cant use the ISCHANGED function in SFM validation rules, and wouldn't work offline in the mobile app until after syncing which could result in sync conflicts.

If you use the two SFM approach and wizard criteria, it would work totally offline in the mobile app.

Re: Can we make a field in SFM ready only after we save the record.

Agree. It will not be suitable for offline mode.