How to make all dot-walked fields read-only/writable on the form - Support and Troubleshooting

How to make all dot-walked fields read-only/writable on the form Issue  When using dot-walked fields on a form (e.g., fields from a referenced table), you may want to make all such fields read-only or writable in one place—without modifying individual Access Control Rules (ACLs) or creating multiple UI Policies. Facts This method does not override ACLs . The user still needs appropriate roles and permissions to view or edit the underlying data. This applies only to dot-walked fields displayed on the form —not to fields from the current table. Release All

Resolution To control the read-only behavior of all dot-walked fields from a referenced table, follow these steps: Open the form that contains the dot-walked fields. Identify the reference field that links to the parent table (e.g., problem field on the problem_task table). Right-click the reference field label and choose Configure Dictionary . In the dictionary record for the reference field: Locate the Read-only checkbox. Check this box to make all the dot-walked fields read-only. Uncheck it to make them writable (as long as ACLs permit editing). Save the dictionary record.

Use Form Builder to add a new Element to the Problem Task Form.

Ex. Adding the [Problem] {Description Field} Add the "Description" related field from the problem record. We are adding as a read-only text display of the Description of the Problem PRB Record on it's own Problem Task Record Forms. This serves as a reminder of the main issue this Problem Task is solving for. We want to add the dot-walked field as read-only informational value .

Example If you've added dot-walked fields from the Problem table to the Problem Task form, you need to edit the dictionary record for the problem field (reference to the Problem table).

Setting the problem reference field to read-only will make all dot-walked fields from the Problem table (e.g., problem.description , problem.priority ) on the Problem Task form read-only.

To apply read-only to the individual dot-walked Field and not the entire reference. To make the dot-walked fields from the Problem table (e.g., problem.description , problem.priority ) read-only on the Problem Task form, you need to edit the dictionary entry for the problem reference field and set it to read-only.

Only the related field is read-only The related Problem.Description field is read-only

When Adding A related dot.walked field (not marked as read-only)

(*Fields visibility abide by user access and data governance security)