Make reference fields pop-up read-only on HR Service Portal.

[leahdany]

On the HR Service Portal reference fields pop-ups are not read-only. I read another thread where the answer was to create an ACL on that table, but if the client doesn't want to do that is there any other way to make the pop-up read-only?

My example would be a reference field to sys_user. If you click the information icon the pop-up comes up with editable fields and a save button. Any changes made do in fact save to the user record.

[Vinay Mishra3]

Hi,

Configure UI policy for sys_user table (in case field is referring User table) uncheck the Global checkbox and select the sys_popup view and make all the fields read-only by UI policy action.

Please mark helpful/correct if it's applicable. Thanks!

[leahdany]

Hi Vinay,

Thanks for your response. I tried your way, but it didn't work. The pop-up for the sys_user reference field is using "Default View" on the portal not "sys_popup". When I switched to "sys_popup" view I see that the UI policy actions did work, but that's not the view of sys_user those reference fields give.

Is there any way to force the view to be "sys_popup" for user reference fields on the portal instead of "Default View"?

[leahdany]

Just to update: I created a sys_popup view for sys_user and the native platform uses that sys_popup view, but the service portal does not. I'm still stuck. I don't want to bother the ACLs here.

[Karen Woodward]

Facing this issue right now because we're adding some check boxes to the user form that contain sensitive info. I just found out that the Service Portal shows the default view of the sys_user table.  I found that I could configure the default view for the portal but that changed the UI view too. What I'm going to try is changing the default view - because that's the only view the portal seems to use - and I'll create an "admin" view of the user table and hopefully configure the UI to default to that view.