{"id":21984,"date":"2016-01-12T04:56:02","date_gmt":"2016-01-12T12:56:02","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/21984\/how-to-set-fields-as-read-only-in-certain-lifecycle-state-of-a-record\/"},"modified":"2018-12-11T01:47:24","modified_gmt":"2018-12-11T09:47:24","slug":"configuring-read-only-fields-rules-based-on-state-of-the-record","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/21984\/configuring-read-only-fields-rules-based-on-state-of-the-record\/","title":{"rendered":"Configuring Read-Only Fields rules based on State of the record"},"content":{"rendered":"

<\/p>\n

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Overview<\/h3>\n
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For each record type in TopTeam<\/i>, you can configure fields as read-only.<\/p>\n

For configuring fields as read-only, refer to the article Configuring Mandatory and Read-Only Fields<\/a>.<\/p>\n

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.<\/p>\n<\/div><\/div>\n

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Who should read this?<\/h3>\n
\n
    \n
  • TopTeam Administrators<\/li>\n<\/ul>\n<\/div><\/div>\n
    \n

    Prerequisites<\/h3>\n
    \n
      \n
    • You must have System Administrator <\/i>permissions to configure fields as read-only at the system-wide level.<\/li>\n
    • You must have System Administrator <\/i>or Project Admin <\/i>permissions to configure fields as read-only at the project level.<\/li>\n<\/ul>\n<\/div><\/div>\n
      \n

      1. Set fields as read-only at system-wide level<\/h3>\n
      \n

      When you set fields as read-only at the system-wide level, it will be applicable to all projects in the repository.<\/p>\n<\/div><\/div>\n

      \n

      Step 1. Go to Administration -> Configure System Record types -> Configure Fields: Mandatory and Read-Only Properties<\/h3>\n
      \n\"media_1452428878509-1.png\"\n<\/div>\n
      \n

      When the record moves to that state, the field becomes read-only for all the users.<\/p>\n<\/div><\/div>\n

      \n

      Step 2. Set whether the field is read-only for the selected State<\/h3>\n
      \n\"media_1452429125628-1.png\"\n<\/div>\n
      \n

       <\/p>\n<\/div><\/div>\n

      \n

      Text and rich text fields, which are set as read-only in a state, show an information message when you try to edit it<\/h3>\n
      \n\"media_1452429223418-1.png\"\n<\/div>\n
      \n

       <\/p>\n<\/div><\/div>\n

      \n

      Non-text fields (List fields, Numeric fields, etc.), which are set as read-only in a state, are displayed as non-editable<\/h3>\n
      \n\"media_1452429382944-1.png\"\n<\/div>\n
      \n

       <\/p>\n<\/div><\/div>\n

      \n

      2. You can also set fields as read-only at Project level<\/h3>\n
      \n\"2016-01-12_18-13-02-1.png\"\n<\/div>\n
      \n

      NOTE:<\/strong> Project level will override default behavior which is defined at the system-wide level for the same state.<\/strong><\/p>\n<\/div><\/div>\n

      \n
      \n

      Revised: March 20th, 2018<\/p>\n<\/div><\/div>\n<\/p><\/div>\n

      <\/p>\n","protected":false},"excerpt":{"rendered":"

      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 <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[297],"tags":[308,29,105,31],"class_list":["post-21984","post","type-post","status-publish","format-standard","hentry","category-configuration","tag-fields","tag-record-type","tag-states","tag-workflow"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-5IA","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/21984","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=21984"}],"version-history":[{"count":9,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/21984\/revisions"}],"predecessor-version":[{"id":46314,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/21984\/revisions\/46314"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=21984"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=21984"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=21984"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}