Previous Topic: Make an Object AppearNext Topic: Make an Object Accessible


Make an Object Read-Only

You can make an object read-only when users should be able to see, but not change the information about a particular object.

To make an object read-only

  1. Click the tab and optional subtab for the object that you want to configure.
  2. On the left, click CONFIGURE: ON.

    The configuration of the page is enabled.

  3. In the Configuration Information area of the page, complete the following steps:
    1. Specify the information for the new global or local configuration, or select an existing configuration that you want to change.
    2. (Optional) In the Object drop-down list, select the part of the object that you want to configure. Any permission changes you make (for example, deny permissions to move a field) apply only to that part of the object.

      For example, when configuring a legal document, you select Legaldoc Status History in the Object drop-down list. You deny permissions to move fields for that part of the object (the status history). The permission changes apply only to the status history part of the object, and not to the other parts of the object.

    Important! Global configuration changes affect all users, regardless of their role. Local configuration changes only affect users in the roles assigned to the selected configuration.

  4. On the right, next to the title for the area of the page (for example, Models page, Parts and Pricing) click the Editable icon.

    The Read Only icon appears for the object.

  5. Click Save Configuration.

    When you assign a configuration to a role, users in the role can see, but not change the object information.