[SalesForce] Lightning: How to make related records read-only on page layouts

I have added a Contact lookup to Account, and I am displaying it on the Account layout via the Related Record component. But I don't want to define a Create Action for it. In other words I want the Related Record component to be in read-only mode.

Is there a way?

Best Answer

One workaround I was able to employ is setting all fields as read-only on the compact layout for the update and/or create action.

Related Solutions

[SalesForce] Make Lookup fields read only on a VF page

Try instead using apex:outputField:

<apex:outputField value="{!TransactionRecord.Service_Contract__c}" />

[SalesForce] make a field read only

Two ways you can do that.

Option 1) Create a separate recordtype and page layout and update the recordtype based on the checkbox value selection. Need to write a workflow field update to update recordtype based on checkbox value. In the page layout you can make the field as read only.

Note: Salesforce provided mandatory fields cannot be readonly. Like status field in Case object.

Option 2) create a validation rule to restrict editing when checkbox value is true

Best Answer

Related Solutions

[SalesForce] Make Lookup fields read only on a VF page

[SalesForce] make a field read only

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