Make Fields Read-Only

ESconnor

Our online platform will be feeding data back to the Hubspot CRM via the API to populate certain custom fields.  It would be ideal if we could mark these fields as 'read-only' so that they cannot be modified using the Hubspot UI.

 

Another possible solution to this is intorducing permissions by field, which would allow us to restrict the editing of certain fields to admins only (who know not to edit certain fields).

7 Replies
Breon651
Member

@ESconnor Have you found a way to lock down certain fields?

Aaron-WC
Contributor

It would be amazing to be able to create read-only properties.

 

As a manufacturing company we have projects that spend a week to a month being run in another software. It's important for our CS and Sales teams to be able to filter and find deals by these properties,

  • Production Stage
  • Estimated Ship Date
  • On/Track Off Track Status
  • Payment Status ( Paid, Not Due, Overdue )

Adding read only properties would be great to level up, and enable our team. We would also use the CRM cards to provide more details once inside the deal.

yatishm
Top Contributor

Came across this post and also find an interest in this. It would be helpful to make props read only even though we can see property history (that is a great feature btw 🙂

 

To add to this, can it not be possible to make some read only props non-read only? Eg. the create date and some other date fields? Use case would be so if importing old data we can set the old create date - this is also useful for reporting.

 

Thank you

sgagliano
Participant | Gold Partner

YES!!!! Based on roles/permissions.

RandallF
Participant

Agreed. I need to be able to stop sales reps changing the createdate!

Arran
Contributor

Looks like this has been addressed through this, although at Enterprise level only? https://community.hubspot.com/t5/HubSpot-Ideas/Restrict-Editing-of-Certain-Properties-and-View-histo...

Status updated to: Delivered
Dylan
HubSpot Product Team

Hello HubSpot community! 

My name is Dylan, I'm a member of the HubSpot product team. I wanted to let you all know that this is currently possible, as mentioned in this post

Here is a HubSpot Product blog post we made at launch and a Knowledge Base article that explains how to use the feature. As a previous commenter mentioned, this is currently available for enterprise accounts only. 

Thank you all for your continued feedback - it helps us build a better product!