Question

How to allow users to change a template without allowing them access to the read only fields

Updated August 31, 2017

asked on August 29, 2017

I eventually found that having a read only field on a template is what is preventing users from being able to change templates on documents. Is there a way to re-enable their ability to change templates regardless of read only fields?

We want the fields to be read only so that (as informational fields) they are not confused with fields that need to be interacted with. There was no intention of locking the fields to the document in any way.

0 0

Replies

replied on August 29, 2017

I've run into the same issue in the past and it seems like the only way to get around it is to either have the field added in all of the optional templates so it never gets removed, or have the field added independently.

The problem is that changing to a template without the read-only field is equivalent to deleting the field from a document, which is not allowed when it is read-only for the user in question.

0 0

replied on August 31, 2017

Don't make the template read-only. Use the security on the individual fields so that they are generally read-only, but those that should be able to make changes have rights. That gives you granular control so that while a template is read-only for most people, those that should be setting an approval field for example have rights to those specific fields.

0 0

replied on August 31, 2017 • Show version history

I don't think he is making the entire template read-only, just the field(s). The problem is that even if one field is read-only, the user won't be able to change the template if that change would remove that field from the entry.

0 0

You are not allowed to follow up in this post.

Question

Question

How to allow users to change a template without allowing them access to the read only fields

Replies

Sign in to reply to this post.