Set the Read–Only Property

This procedure uses the Read–Only property as an example, but applies to the Hidden and Required properties as well.

  1. From the open workspace, click the item you want to make Read–Only.
  2. Click the Design tab and click Read–Only.
  3. To make the item read–only for all profiles when creating a new record, select On New.
  4. To make the item read–only for all profiles when opening an existing record, select On Open.
  5. To make the item read–only on a per-profile basis, select Profile–Based. The profile selection window opens.
    1. Select the check boxes in the On New column next to the profiles you want to apply the property to. Profiles you select will have read–only access to the item when staff members with the profile use the workspace or script to create a new record.
    2. Select the check boxes in the On Open column next to the profiles you want to apply the property to. Profiles you select will have read–only access to the item when staff members with the profile use the workspace or script to open an existing record.
  6. Click OK.
  7. Click Save.