New feature: Read-only fields 🔎

Manuel Oliveira
Manuel Oliveira Admin Posts: 803
500 Comments 100 Likes Second Anniversary 5 Answers
COMMUNITY MANAGER
edited September 11 in What's New #1
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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.

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Comments

  • Rodrigo Rojas
    Rodrigo Rojas Member Posts: 54
    Third Anniversary 10 Comments 5 Up Votes Name Dropper
    #2

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

  • Jesko
    Jesko Member Posts: 13
    10 Comments Second Anniversary Name Dropper
    #3

    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: 803
    500 Comments 100 Likes Second Anniversary 5 Answers
    COMMUNITY MANAGER
    #4

    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 23 #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: 143
    100 Comments 25 Likes 5 Up Votes First Anniversary
    #6

    @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: 803
    500 Comments 100 Likes Second Anniversary 5 Answers
    COMMUNITY MANAGER
    #7

    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.

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