Open Item Card in "View" mode by default

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Posted on by MahGah

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Any time we click on any item opens on "Edit" mode. Is it possible to force it to open on "View" mode by default? This can eliminate some unwanted changes in fields.

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YUN ZHU 92,770 Super User 2025 Season 2 on at

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RE: Open Item Card in "View" mode by default

Hi, hope the following will help.

https://yzhums.com/9132/

https://yzhums.com/16756/

Thanks.

ZHU

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MahGah 15,527 on at

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RE: Open Item Card in "View" mode by default

Thanks Zhu

Any way without customization? I mean your method are great but wonder if we can accomplish that without any customzation?

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YUN ZHU 92,770 Super User 2025 Season 2 on at

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RE: Open Item Card in "View" mode by default

Hi, As you know, currently it can only be controlled via Permission Set. But this is different from the feeling on the screen. It should be an error when trying to modify it.

PS: In the next minor version, we will be able to easily manage permissions.

Hope this also helps.

Thanks.

ZHU

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MahGah 15,527 on at

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RE: Open Item Card in "View" mode by default

Hi Zhu

Thank you.

The screenshots for new change sounds really interesting. But I am not familiar with Tenant Permission page or table.

How I can access it? I mean the Exclude looks really promising.

Thanks

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Ghetz 3,011 on at

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RE: Open Item Card in "View" mode by default

Honestly, this is not a very efficient solution.

The customer just wants to avoid accidental modification of data, so they simply want to open the page in a non Editable mode by default, and if needed, just switch to edit mode.

Using a trigger in the OnOpenPage to do "CurrPage.Editable(false);" has a few problems:

1. When you open the page, you cannot switch to edit mode.

2. When you create a new record, you cannot fill in all the fields.

Something way simpler is needed. A way to set the default mode, without limiting switching from one mode to another, and obviously, without affecting the behaviour of record creation.

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Jun Wang 8,182 Super User 2025 Season 2 on at

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RE: Open Item Card in "View" mode by default

when opening the item, user either double click the row or choose view or edit from the ribbon. this could simply to resolved to training the user to be more careful when viewing on certain pages.

also you could use change log to track changes on important fields such as cost, price etc. so whenever something changes, it is tracable

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