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Ways to use the Read Only Text field:
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Task integration: Incorporate the field to avoid information being changed in the transfer of forms.
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Task via API: You can prefill the field with the API when creating a task.
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Prefill the Read Only fields via Rules: Use this field with rules to prefill fields based on conditions.
1. Add the field to your form
Access the Platform, select a form and click on Edit Form. Navigate to the Fields menu and add the Read Only Text field to your form.
2. Edit the field
Click on the Read Only Text field and edit the properties. Give the field a title under Label and decide if you want to show this title in the form by clicking on Show label.
The Data name of this field, is the value you will need to use when configuring a workflow.
3. How to use it
Follow one of the options below depending on your use case.
3.1. Task integration
When creating a workflow with our Task integration, you can send information from one form to another. In the second form of the workflow, you will use one Read Only Text field for each field you want to make uneditable.
Ensure the data name of the Read Only field matches the data name of the field in the first form. This way, you prevent users from modifying the data during task completion.
Keep in mind that if you have copied the first form, you will need to remove the fields that will be replaced by the Read Only Text fields in the second form.
Note: The Read Only Text does not support Subform, Catalogue, Search, Drawing, Photo, Signature and File fields.
3.2. Create a Task via API
It’s also possible to fill out the Read Only Text field via the API when creating a Task. Find out more in our Developer docs.
3.3. Prefill fields via Rules
Whenever you need a value based on a condition which should not be adjusted by the user, you can use the Read Only Text field in combination with Rules.
Select the first field as a Condition and the Read Only Text field as the Action.
Feel free to contact us via support@moreapp.com if you have questions or need more details about this field.
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