If you’ve ever tried to use Read-Only fields, you may have run into a common issue–there’s no way to actually update that field! At least, it can seem that way, especially if you want to use a Workflow to set the field. A great example of this is the name field. We have many clients who want to use a standardized format for record names–for example, naming Opportunities Account – Created On Date – Est Revenue, or naming Leads Last Name – Topic.
There are tons of reasons why you may want to set a field to read-only on a form–below, I’ll show you how to set it by workflow.