How do I set a form to read only
Set a form to Read-Only
There are two quick methods to set a form to read-only. On method simply makes the elements read-only. The second method will remove the Form's buttons. Either of these methods can prevent changing individual fields, however, both should be used together to truly lock a field down so it cannot be modified in any way.
Set all elements to Read-Only
- Open the form that needs Read-Only Permissions
- Navigate to Options > Permissions Builders in the form header.
- Click any of the icons on the form.
- This will open the Add New Form Element Permissions form.
- Select the Permission desired in the Permission Set drop-down.
- Select the Element text field and delete whatever is in that field.
- Add an asterisk "*" to the Element field.
- Set the Permission drop-down to Read.
- Click the button.
The Permission is set as read-only for every Element on the form.
Set form to Read-Only to remove buttons
- Open the form that needs Read-Only Permissions
- Navigate to Options > Permissions Builders in the form header.
- Click any of the icons on the form.
- This will open the Add New Form Element Permissions form.
- Select the Permission desired in the Permission Set drop-down.
- Select the Element text field and delete whatever is in that field.
- Leave the element text blank in the field.
- Set the Permission drop-down to Read.
- Click the button.
The buttons will be removed from the bottom of the form.
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