Configuring Read-Only Fields rules based on State of the record

Overview

For each record type in TopTeam, you can configure fields as read-only.

For configuring fields as read-only, refer to the article Configuring Mandatory and Read-Only Fields.

This article describes how to set fields as read-only in certain lifecycle states of a record at the system-wide level and project level.

Who should read this?

  • TopTeam Administrators

Prerequisites

  • You must have System Administrator permissions to configure fields as read-only at the system-wide level.
  • You must have System Administrator or Project Admin permissions to configure fields as read-only at the project level.

1. Set fields as read-only at system-wide level

When you set fields as read-only at the system-wide level, it will be applicable to all projects in the repository.

Step 1. Go to Administration -> Configure System Record types -> Configure Fields: Mandatory and Read-Only Properties

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When the record moves to that state, the field becomes read-only for all the users.

Step 2. Set whether the field is read-only for the selected State

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Text and rich text fields, which are set as read-only in a state, show an information message when you try to edit it

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Non-text fields (List fields, Numeric fields, etc.), which are set as read-only in a state, are displayed as non-editable

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2. You can also set fields as read-only at Project level

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NOTE: Project level will override default behavior which is defined at the system-wide level for the same state.

Revised: March 20th, 2018