Mark certain fields read-only in custom layouts

Aha! Ideas

Revenue projections that product managers should not adjust, ideas that are exciting but contingent on specific dependencies: custom layouts highlight critical information through fields and tabs — but sometimes you do not want your team to update that information.

Read-only fields block anyone from updating the field through a record's drawer or details view, so that users in your Aha! Ideas account have the proper context but cannot accidentally adjust fields that need to stay static.

Read-only fields are not locked fields, however. They can still be updated through several pathways: the Aha! API, through an integration, and for Aha! Roadmaps customers, through clicking and dragging records in Gantt charts and roadmaps. This is often the key to read-only fields' true value: the right people can update them, and everyone can benefit from their information.

To mark a field as read-only, click the More options button in a record's View layout, and select Read-only. Once you Save your layout, the field you marked read-only will be immediately uneditable through the record's detail or drawer view.

Top

Feedback received!

Error submitting feedback, please try again later