Creating custom fields is a great way to log data specific to your business, but maybe not every user on your team needs to change every field.
With read-only fields, you can make custom field data visible to users without them being able to edit it.
When creating or editing a custom field, you can use the editing options to select which users can edit it based on permission sets.
In the list view of your fields, you can see which fields have editing restrictions and hover over the icons to see which users have access.
Here’s a quick guide to how field access looks in different parts of Pipedrive.
|User type||Status||Appearance in detail view|
|Regular user||Restricted||Edit button is greyed out, and hovering over it shows a note, “This is a read-only field.”|
|Regular user||Unrestricted||Field is accessible for editing.|
|Deals admin||Restricted||Edit button is crossed out, and clicking on it shows a note, “This is a read-only field. To edit the data, make the field editable in field setup.” Click “in field setup” to navigate to the field editing screen,|
|Deals admin||Unrestricted||Field is accessible for editing.|
Field management view
On the field management page, you can tell who can view a field based on the symbol alongside it.
- A crossed-out pencil means the field is restricted to all users
- A pencil with a number means that number of users can edit the field, and you can hover your cursor over the number to see which ones.
- No symbol means any user can edit the field
When a read-only field is made into a visible column in the list view, the pencil icon for editing will be greyed out.
This also applies to bulk editing, where the dropdown menu for inaccessible read-only fields will be greyed out.
The goal of this feature is to reduce user error and avoid disrupting the existing integrations, automations, webforms and imports on the account.
For that reason, the following can't be achieved with read-only fields:
data change with API
workflow automation that changes a read-only field
Webforms that allow end-user data into read-only fields
conversion of data from leads into read-only fields
data import into read-only fields
- editing on mobile devices