+ Start a Discussion
naveen kumar 657naveen kumar 657 

how to make record read only

Hi Gurus  ,

I have requirement i want make entire record read only if Status is changed to closed . 

Read only conditions apply all profiles no one able to edit the record . tell me best solution for this requirement .

please help me 

Thanks ,
Naveen K.
Best Answer chosen by naveen kumar 657
Brahmaiah GantaBrahmaiah Ganta
Hi Naveen,

We can Achieve this by using workflows rules.
First create a new record type as a "Rean only", it has only read only  permission to all profiles .next create workflow on status field.
if  "status" is changed to "Closed" we can update the record type field.

Regards,
Brahmaiah

All Answers

Brahmaiah GantaBrahmaiah Ganta
Hi Naveen,

We can Achieve this by using workflows rules.
First create a new record type as a "Rean only", it has only read only  permission to all profiles .next create workflow on status field.
if  "status" is changed to "Closed" we can update the record type field.

Regards,
Brahmaiah
This was selected as the best answer
naveen kumar 657naveen kumar 657
Hi Brahmaiah,
I have created as you said . but still editable .

Created new prolife given read access 
Created record type assign Read only page assignments 
Created Read Only layout ..

still not working 
 
naveen kumar 657naveen kumar 657
i got the issue currently am on system admin prolife .. hence its editable .. thanks 
Dimitri MitsiosDimitri Mitsios
Another way is to create a date time field which marks the read only starting date: eg: start_date_read_only__c at account object for example.
then create a validation rule on the record:
for example.
Account.start_date_read_only__c <  now()

thanks
Dimi
Prakash Kumar MuduliPrakash Kumar Muduli
I have created the record type and assigned the custom layout for it . Then how can i update the record type to readonly by using process builder