Agent Workspace: how to block off certain fields from being edited

tahnalos
Kilo Sage

Getting used to the HRSD Agent Workspace functionality but one thing I want to know: how to block off certain fields so that they are not edited?

 

We have been able to set up certain fields to autopopulate as they are dotwalked from a parent reference field. This is for display only, so we do not want to have these fields modified.  Are there any tips on how we can prevent an HR agent from modifying these fields?

 

Thanks

1 REPLY 1

Matthew_13
Kilo Sage

Sure @tahnalos 

Here's a way to make fields read-only in HRSD Agent Workspace:

  1. Form Designer: Open the form, find the field, and set it to Read-Only.

  2. UI Policy: Create a UI Policy for the table/form and mark the field Read-Only always or conditionally.

  3. Client Script: Use an onLoad script:

g_form.setReadOnly('field_name', true);
  1. ACLs: Set a field-level ACL right; so agents can only read, not write.

Remember: For dot-walked fields in Workspace widgets, UI Policies or ACLs are usually the safest.

Thanks my Friend!

@tahnalos - Please mark Accepted Solution and Thumbs up if you found Helpful!!