Show selected field value on related table form

[D-Frost]

I added a custom field, “Portfolio Manager” (reference, sys_user) to the Project [pm_project] table as a required field.  When a user creates a project_change_request (PCR) from a given project, I want the PCR form to have the Portfolio Manager value shown, with the correct name selected on the Project form, and not editable.  I can get the field to show up, but in a manner that allows and requires the user to select a value on this PCR form (which changes the value on the Project).  I can get the value to show up uneditable, but with the field “title” on the form showing as “Name” (as it is showing the “Name” value of the “Portfolio Manager” field for the associated Project) – I can’t edit the “title” to change it from “Name” to “Portfolio Manager” in the Form Designer.  Any help appreciated.

[Ankur Bawiskar]

@D-Frost 

have you added that field as dot walked on PCR form via Project reference field?

If yes then you can't edit the field label as it's the label which is present on Project form

If my response helped please mark it correct and close the thread so that it benefits future readers.

[D-Frost]

Yes - Dot-walked.  The Label field shows as uneditable - see screen shot.  BTW we are still on Washington DC, and this is in our Test environment which is also nominally on Washington DC, although I've noticed sometimes our Test environment behaves differently than our Prod environment.  Sorry - I don't know what I'm doing wrong.

[D-Frost]

OK - I gather I can't get what I want if I use the Dot-walked.  Is there a way to display the Portfolio Manager value selected on the associated Project form, uneditable, but with an editable Label?

[D-Frost]

Yes, Dot-walked.  The Label field shows not editable.  See screen shot below.  BTW - we are still on Washington DC, and this is our Test environment, which although nominally also Washington DC I've noticed often behaves differently than our Prod environment.  Sorry - what am I doing wrong here?