How to get read only fields in a form

[serge calderara]

Dear all,

We have a Service Desk ticket which is an Incident based on differnt fields which needs to be filled by the creator of the incident.

Then when there are some task to be done on that incident, user simply click on Create Sub-Task and fill in some entry.

How scenario is as below :

1. When the sub-task is created we need to be sure that a list of fields gets automatically copied into sub-task same fields
2. When in sub-task, we need to be sure that copied field cannot be modified in the sub-task, while others can be edited

How to solve those 2 cases ?

Regards

[Tim Kopperud · Accepted solution]

Hi @serge calderara 

You might try this.

Step 1:

1. Create an automation rule triggered by Issue Created.
2. Add a filter to the rule where Issue Type = Sub-task (the actual subtask type you are using in your scenario).
3. Add the action Edit issue field. 
   1. Select the fields you want to set from the dropdown.
   2. In each value text field write {{parent.theFieldToGetValueFrom}} 
      Replace "theFieldToGetValueFrom" with the name of the field you want fetch the value form.

You might need to involve advanced "field edit" for some of the fields. It depends on the fields you want to copy. Since I currently don't know which fields, I haven't involved advanced setup in this answer. Create a comment with the fields you have problems with, if any occurs, and I can explain "advanced field edit". 

Step 2:

Adjust your sub-task screen scheme so that you have a dedicated screen for edit. Remove the fields you don't want editable from that Edit screen. 

TimK.

[serge calderara]

@Tim Kopperud thnaks for your reply I will give a try

For the steps 2 , I hope you understand that I need to edit some fiels, but those that I do not want to be editable I need to still be able to see them

Exemple

Lets say that F1, F2 and F3 are all editable fields and F4 is read only and should be only visible still in issue view

So if I understand I should create :

A screen for edit where F1,F2 and F3 will be place

A screen for view where F1,F2,F3, F4 will be visible

Correct ?

regards

[Tim Kopperud]

@serge calderara

Yes, that is correct.

TimK