New feature: Read-only fields 🔎

Manuel Oliveira
Manuel Oliveira Admin Posts: 949 COMMUNITY MANAGER
First Anniversary 5 Insightfuls 5 Likes First Comment
edited September 2023 in What's New #1

What: You can now make custom field data visible to users without them being able to edit it

For whom: Companies on Professional or higher plans

When: Rolling out gradually to all regions between August and September 2023


You can learn all about it in our Knowledge Base article here.

Comments

  • Rodrigo Rojas
    Rodrigo Rojas Member Posts: 54 PIPEDRIVE TEAM
    5 Up Votes Name Dropper First Anniversary First Comment

    Nice! Nice! Nice! Nice! Nice! Nice!

  • Jesko
    Jesko Member Posts: 13
    First Comment Name Dropper First Anniversary

    Great. We have certain fields which are automatically populated by a script which uses the Pipedrive API. These fields may not be edited by any users from the UI but only from the API. Is that use case covered with the upcoming change?

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 949 COMMUNITY MANAGER
    First Anniversary 5 Insightfuls 5 Likes First Comment

    Hi @Jesko , not that specific case, since this feature is based on user permissions. You can find out more in the 'Limitations' section of the knowledge base article here.

  • Nick Blume
    Nick Blume Member Posts: 2
    Name Dropper First Comment
    edited August 2023 #5

    This is a much needed feature, thank you @Manuel Oliveira ! When will the read-only fields be applicable to the revenue (Subscription & Payment Schedule) fields? Allowing read-only fields for these 2 is key when forecasting revenue and ensuring users are NOT able to edit revenue recognition.

  • Pipedrive User 164
    Pipedrive User 164 Member Posts: 171
    First Anniversary 5 Up Votes First Comment 5 Likes

    @Manuel Oliveira This is a nice feature, thanks! I had been wondering if we may also see the ability to have hidden custom fields. Say fields that can only be seen by Admins.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 949 COMMUNITY MANAGER
    First Anniversary 5 Insightfuls 5 Likes First Comment

    Hi @Brad Krause not yet, though we are gathering feedback from the community on this topic. For example, feel free to upvote and comment on this feedback post for higher visibility.