Does anyone know how I can make certain custom fields read only when a case has been escalated?
cheers
glenn
3 respuestas
If you want to make a field read only, you will need to change the record type.
My first thought would be have your escalation rule also check a box for a new custom field. That can cause a process builder to fire that would change the record type. New record type opens the door to a new page layout with read only fields.
I'd also check your profiles for the "edit read only fields" permission. That'd ruin all your efforts.
Hope that helps.
