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Vijayakumar Kenchugundu
Make Account Name read-only based on Ownership picklist
Hello friends,
I need to make Account Name field on Account page layout read-only for Ownership (picklist value) of Public. Any thoughts how to do this without using VisualForce page customization?
Thanks in advance.
Vijay
I need to make Account Name field on Account page layout read-only for Ownership (picklist value) of Public. Any thoughts how to do this without using VisualForce page customization?
Thanks in advance.
Vijay
We can't able to make required fields as read-only at pagelayout level.
You can achieve this by using validation rule. when Ownership is public then we can restrict the user to modify Account Name.
Validation Rule:
AND(ISPICKVAL(Ownership__c, 'Public'), ISCHANGED(Name))
Error Message: we cant able to modify the Account Name when ownership is public
If this helps, Please mark it as best Answer
Thanks!!
Thanks for the workaround solution. Can we make non-required field (suppose Account Site or Website) read-only based on picklist value "Public"?
And I would also like to know is there anyway we can pre-populate Account Name and other fields based on picklist value on Account object (or page layout)?
Vijay
is there anyway we can pre-populate Account Name and other fields based on picklist value on Account object (or page layout)?
Ans: Yes, it can be possible via workflow rule,process builder, Trigger,flow
If(ownership = public){
acc.Name ='xyz';
acc.Phone='123345';
acc.type ='abc';
}
If(ownership = private){
acc.Name ='xyz1';
acc.Phone='123345';
acc.type ='abcd';
}
Note: These actions will perform after saving the Account Record.
Hope i answered your questions.
By using field dependency we can achieve. But in this case other fields also should be picklist.
Apart from this there no work around for the SFDC standard UI. You need to go for customization.
Thank you!!