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Prevent users from updating fields through bulk edit when set to "read only"

What is the challenge?

A set of fields on various records (initiatives, epics and others) are used for financial reporting and should only be editable for a specific set of users. The fields are set as read only in their custom layouts, but can still be edited via roadmaps and reports.

What is the impact?

Users can (and have) used bulk edit to update the fields, resulting in incorrect financial reporting back to leadership.

Describe your idea

If a field is set to "read only" in the 'view' layout, prevent users from updating them through bulk edit

Release time frame 1 month
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    • Michael Bruner
      Reply
      |
      Jan 9, 2025

      Amazing, thanks so much for this valuable feature!

    • +1