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)
Related Links
From the Community: