I have created a Report style layout to display my data. How do I lock the data fields so that the data can't be edited?
The two main techniques are as follows:
1. Use the Behaviour tab on the Inspector to uncheck Browse Mode for the fields you don't want edited (see screenshot 1). This will prevent users from entering the fields in Browse mode.
2. Instead of placing fields on the layout, place Merge Fields instead (see screenshot 2). These are not edit boxes, but text objects that will display field content, and thus cannot be edited.
Important Note: both of these techniques apply only to the specific field instances in question. If users can get access to the same fields on other layouts, for example, then they might still be able to edit field contents. If you want to block access to the fields no matter where and how they are displayed you will have to use other methods.
Tip: something NOT in the notes for this help topic. IF you use merge fields on the layout and switch to Table View, then your column would be enterable. You cannot have a merge field and apply step 1 above (Inspector) on it. Sounds like a Product Ideas ! However, since the Form/List View fields on the layout can be independant of the fields/columns shown in Table View, you can follow this advice for Displaying and hiding fields in Table View
p.s. and/or don't allow access to Table View.
Thank you! Setting to Browse mode did just what I wanted!
beverly wrote:Tip: something NOT in the notes for this help topic. IF you use merge fields on the layout and switch to Table View, then your column would be enterable.
Tip: something NOT in the notes for this help topic. IF you use merge fields on the layout and switch to Table View, then your column would be enterable.
Ouch!! That's a gotcha I was unaware of. I've just added it to my list of reasons to not allow users to access Table View.
Interestingly, my first step when testing this was to place both objects I described on the layout—edit box blocked in Browse mode and Merge field. In that case only the edit box appeared in Table view, and it was blocked as expected. Then I deleted the edit box—when only the Merge Field was present it was enterable and editable.
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