Alternate way to edit a locked custom list/record field from a bundle

Written by
Marsha Andres
Published on
November 27th, 2023

Scenario

User needs to update a field however it is locked and can't be edited.


Solution

  1. Create the Custom Entity Field
    1. Navigate to Customization > Lists, Records, & Fields > Entity Field > New
    2. Configure the field with the following settings:
      • Label: Custom List From Bundle
      • Type: List/Record
      • List/Record: (custom list/record field from the bundle)
      • Store Value: is checked
      • Under the Applies To tab, place a checkmark on Customer
    3. Click Save
  2. Hide the field in the form
    1. Navigate to Lists > Relationships > Customers
    2. Edit a Customer record
    3. Hover your mouse over to Customize link located in the upper right corner
    4. Click Customize Form
    5. Click on the Fields subtab
    6. Unchecked the Show checkbox for Custom List From Bundle field
    7. Click Save