{"id":2405,"date":"2012-08-03T09:31:47","date_gmt":"2012-08-03T09:31:47","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=2405"},"modified":"2012-08-03T09:31:47","modified_gmt":"2012-08-03T09:31:47","slug":"making-fields-read-only-at-runtime-based-on-some-criteria","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/03\/making-fields-read-only-at-runtime-based-on-some-criteria\/","title":{"rendered":"Making fields Read-only at runtime based on some criteria"},"content":{"rendered":"

New record creation in Sage CRM is quite a straight forward work using the context based screens and the buttons that are available on several screens. The process can be as simple as mentioned below.
\n1)\u00a0Log into Sage CRM
\n2)\u00a0Right Click on the New button
\n3)\u00a0Select Company option from list
\n4)\u00a0Enter the Required details.
\n5)\u00a0Click on the Save button
\nNow sometimes not all entries are to be made by the person who creates the record for e.g. Project sizing. One who creates the entries might not know the actual size of the project hence it should not be filled by him. Now how do we handle such special case scenario with Sage CRM screens so that only specific user can modify the specific value? Below are the steps you can follow. You can easily change the script to work with any criteria like profile, territory etc.
\n1)\u00a0Log into Sage CRM
\n2)\u00a0Go to Administration<\/strong> | Customization<\/strong> | <Entity Name><\/strong> | Screen.<\/strong>
\n3)\u00a0Click on the <Screen Name> hyperlink.
\n4)\u00a0Select the <Field Name> from Field list.
\n5)\u00a0Enter the below given code in Created script box.
\nvar CurrentUserid=New String(eWare.GetContextInfo(\u201cUser\u201d,\u201dUser_Userid\u201d);
\nif(CurrentUserid==\u201d\u201d || CurrentUserid==\u201dnull\u201d || CurrentUserid==\u201dundefiend\u201d) CurrentUserid=\u201d0\u201d;
\nif(CurrentUserid!=\u201d0\u201d)
\n{
\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 if(CurrentUserid==\u201d1\u201d)
\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Readonly=true;
\n}
\n6)\u00a0Click on the Update<\/strong> and Save<\/strong> button.
\nOR<\/strong>
\nIf the security needs to be applied system wide it can be done using Field level security as explained below.
\n1)\u00a0Log into Sage CRM.
\n2)\u00a0Go to Administration<\/strong> |\u00a0Customization<\/strong> | <Entity Name><\/strong> | Fields.<\/strong>
\n3)\u00a0Click on the Field security button of field.
\n4)\u00a0Click on the New button.
\n5)\u00a0Please refer the below given screenshot for the same.
\n\"\"<\/a>
\n6)\u00a0Select User radio button.
\n7)\u00a0Select the Users Name from Multi-select List.
\n8)\u00a0Click on the Save<\/strong> button.
\n9)\u00a0Uncheck the Write allow checkbox for selected users and save.<\/p>\n","protected":false},"excerpt":{"rendered":"

New record creation in Sage CRM is quite a straight forward work using the context based screens and the buttons that are available on several screens. The process can be as simple as mentioned below. 1)\u00a0Log into Sage CRM 2)\u00a0Right Click on the New button 3)\u00a0Select Company option from list 4)\u00a0Enter the Required details. 5)\u00a0Click\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[308,332],"tags":[],"class_list":["post-2405","post","type-post","status-publish","format-standard","hentry","category-readonly","category-sage-crm"],"yoast_head":"\nMaking fields Read-only at runtime based on some criteria - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/03\/making-fields-read-only-at-runtime-based-on-some-criteria\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Making fields Read-only at runtime based on some criteria - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"New record creation in Sage CRM is quite a straight forward work using the context based screens and the buttons that are available on several screens. The process can be as simple as mentioned below. 1)\u00a0Log into Sage CRM 2)\u00a0Right Click on the New button 3)\u00a0Select Company option from list 4)\u00a0Enter the Required details. 5)\u00a0Click\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/03\/making-fields-read-only-at-runtime-based-on-some-criteria\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2012-08-03T09:31:47+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/08\/Image1.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/03\/making-fields-read-only-at-runtime-based-on-some-criteria\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/03\/making-fields-read-only-at-runtime-based-on-some-criteria\/\",\"name\":\"Making fields Read-only at runtime based on some criteria - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/03\/making-fields-read-only-at-runtime-based-on-some-criteria\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/03\/making-fields-read-only-at-runtime-based-on-some-criteria\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/08\/Image1.jpg\",\"datePublished\":\"2012-08-03T09:31:47+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/03\/making-fields-read-only-at-runtime-based-on-some-criteria\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/03\/making-fields-read-only-at-runtime-based-on-some-criteria\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/03\/making-fields-read-only-at-runtime-based-on-some-criteria\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/08\/Image1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/08\/Image1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/03\/making-fields-read-only-at-runtime-based-on-some-criteria\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Making fields Read-only at runtime based on some criteria\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Making fields Read-only at runtime based on some criteria - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/03\/making-fields-read-only-at-runtime-based-on-some-criteria\/","og_locale":"en_US","og_type":"article","og_title":"Making fields Read-only at runtime based on some criteria - Sage CRM \u2013 Tips, Tricks and Components","og_description":"New record creation in Sage CRM is quite a straight forward work using the context based screens and the buttons that are available on several screens. The process can be as simple as mentioned below. 1)\u00a0Log into Sage CRM 2)\u00a0Right Click on the New button 3)\u00a0Select Company option from list 4)\u00a0Enter the Required details. 5)\u00a0Click\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/03\/making-fields-read-only-at-runtime-based-on-some-criteria\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2012-08-03T09:31:47+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/08\/Image1.jpg","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/03\/making-fields-read-only-at-runtime-based-on-some-criteria\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/03\/making-fields-read-only-at-runtime-based-on-some-criteria\/","name":"Making fields Read-only at runtime based on some criteria - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/03\/making-fields-read-only-at-runtime-based-on-some-criteria\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/03\/making-fields-read-only-at-runtime-based-on-some-criteria\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/08\/Image1.jpg","datePublished":"2012-08-03T09:31:47+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/03\/making-fields-read-only-at-runtime-based-on-some-criteria\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/03\/making-fields-read-only-at-runtime-based-on-some-criteria\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/03\/making-fields-read-only-at-runtime-based-on-some-criteria\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/08\/Image1.jpg","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/08\/Image1.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/03\/making-fields-read-only-at-runtime-based-on-some-criteria\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Making fields Read-only at runtime based on some criteria"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/2405","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=2405"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/2405\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=2405"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=2405"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=2405"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}