I working with Sugarcrm 8.0.1 to set form fields readonly after the first update.But the fields to set readonly feature is not working .Please help me solve this issue.
Hi Sino Thomas,
Are you willing to export your process definition and attach it here so we can see in more detail what you are trying to do and investigate how it is not working?
Also, have you tried this same approach in a copy of Sugar 9.0?
I working with Sugarcrm 8.
Can you attach a sample process definition with Activity to make the forms fields readonly ?
Yes. In Sugar 8.0.3, I made a simple process targeting Accounts with an Approval form with name, type, alternative phone, and description set to read only.
Here is a screenshot of the RecordView, showing these fields are editable by this user in that normal, non-process-form view:
Here is a screenshot of the process form for that exact same record, showing those fields read-only in the form:
Thanks for you replay.But it is not working for me.
The following are steps which I followed
1 Import process definition .
2 Enabled the process definition.
and the same way I can't see the Approve and Reject button
Is anything need more for work this ?
If you are not seeing the form buttons at the top, you are not looking at the process form. You are looking at the RecordView. The process Activity has no impact on the RecordView, so that is why you are under the impression this is not working. You are not navigating to the form.
Only the user assigned to the process activity can get to the form, and they get to the form through Processes, or through their Process Dashlet.
Here is a link to documentation on making a processes Dashboard.
I hope this helps.
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