Set Form Fields as Read-Only

You have two methods to find the Form Field to set as read-only:

Method 1: Directly on a Page

1. To set a form field as read-only directly on a page, go to the page with the relevant record type. For instance, you can access the student record's "Old Student Number" field by navigating to (1) Student > (2) Student Details > (3) Add New.

2. Find the Form Field you want to set as read-only, such as "Old Student Number," within the STUDENT DETAILS section of the page. (4) Click the Edit Labels menu, (5) then select the information icon next to the form field, and (6) choose Edit Form Field.

3. The Edit Form Field screen opens in the new tab. Proceed below to set the field as read-only.

Method 2: Searching the Form Field ID via the Form Fields Edit Menu

1. Navigate to System > Form Fields Edit from the menu.

2. (1) Enter the Form Field Label Id, in the Label ID field. For example, if you want to set the "Old Student No" field under the student record type as read-only, enter 'student_oldStudentNumber' in the search field. (2) Click the SEARCH button.

3. (3) Click the EDIT button next to the Form Field ID you want to set as read-only. If you're searching using keywords and find multiple Form Field IDs, make sure to edit only the one you need. Form Field IDs usually have a prefix that shows their record type, like student_* for student-related labels. If you're not sure which one to edit, contact our Support Team for help.

4. The Edit Form screen opens in the new tab. Proceed below to set the field as read-only.

To set the form field as read-only:

• Uncheck the boxes under the Editable column next to the desired Permission Levels individually.

• To set the field as read-only from all permission levels, click the TOGGLE ALL button in the Editable column to remove all checkmarks.

Save your changes by clicking the SAVE FORM FIELD button.