How to make a Record Form read only in ServiceNow Zurich UI Builder

KimberlyR830277
Tera Contributor

3 weeks ago

 

Hello everyone,

I am working in UI Builder on the Zurich version and I need some help.

I added a Record Form component to display some fields as a summary section above a related list. The goal is for users to only view these fields in read only mode, while creating or editing records through the related list button.

However, I could not find a native "Read only" or "Form mode" option in the Record Form component configuration.

What is the best practice in Zurich Workspace/UI Builder to make a Record Form read only?

Should I use UI Policies, custom views, Field components instead of Record Form, or another approach?

Any recommendations or examples would be greatly appreciated.

Thank you!

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6 REPLIES 6

Sanjay191
Kilo Patron

2 weeks ago

Hi @KimberlyR830277 

why this you want to make the form read only on workspace directly. what is business requirement ?

Thank you 

KimberlyR830277
Tera Contributor
In response to Sanjay191

2 weeks ago

Hi, Sanjay191

The business requirement is to display the latest negotiation information in a read-only format inside the workspace form, so users can quickly view the most recent negotiation details without editing them directly.

The editable form is still available through the related list when the user needs to create or update a negotiation. The read-only form is intended only for visualization and tracking purposes.

Thanks.

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KimberlyR830277
Tera Contributor
In response to Sanjay191

2 weeks ago

Hi, Sanjay191

The business requirement is to display the latest negotiation information in a read-only format inside the workspace form, so users can quickly view the most recent negotiation details without editing them directly.

The editable form is still available through the related list when the user needs to create or update a negotiation. The read-only form is intended only for visualization and tracking purposes.

Thanks.

0 Helpfuls

Sanjay191
Kilo Patron
In response to KimberlyR830277

2 weeks ago

Hi @KimberlyR830277 
ok got you then you can utilize the component client script where you can make the field ready only
please refer the below article for the workspace client script 

https://www.servicenow.com/docs/r/zurich/application-development/ui-builder/define-client-scripts.ht...


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