Read only fields - hide from record create screen - Answers - Salesforce Trailblazer Community
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Cassandra ParkerCassandra Parker 

Read only fields - hide from record create screen

I have several read only fields on a case.  They are showing up on the new case record creation screen, and i'd like to hide them from just that record create screen - but have them show on the page when the record is created.  Can this be done?
Best Answer chosen by Cassandra Parker
Adam JohnsonAdam Johnson
Couple ways to do this is to create multiple Record Types and Page Layouts.  You can create a "Create" record Type and an "Edit" record type.  You don't have to enable the Edit Record Type for the profile so they don't see it in the selection screen when creating a New Case.  You'd create a page layout for each, your Create Page Layout would not have those fields.  You'd then use a Process Builder or Workflow Rule to update the Record Type to Edit upon create and then they will see the Edit Page Layout with the Read Only fields.  

Your other option would be to replace the Standard New button with a custom Quick Action and only define the fields you want on that Layout for Create.  

All Answers

Adam JohnsonAdam Johnson
Are you a system admin?  By default you will be able to see and edit read only Page Layout fields on the create screen, but youre end users won't see them as editable.  
Adam JohnsonAdam Johnson
They wil still show on the Record Create screen, but they won't be editable
Cassandra ParkerCassandra Parker
Thanks for the response.  Yes, i am a system admin and yes they are showing on the record create screen as not editable.  The request from the business is to completely hide the fields on the create screen - therefore only showing the fields able to be edited - these fields are making the record create page long.  
Adam JohnsonAdam Johnson
Couple ways to do this is to create multiple Record Types and Page Layouts.  You can create a "Create" record Type and an "Edit" record type.  You don't have to enable the Edit Record Type for the profile so they don't see it in the selection screen when creating a New Case.  You'd create a page layout for each, your Create Page Layout would not have those fields.  You'd then use a Process Builder or Workflow Rule to update the Record Type to Edit upon create and then they will see the Edit Page Layout with the Read Only fields.  

Your other option would be to replace the Standard New button with a custom Quick Action and only define the fields you want on that Layout for Create.  
This was selected as the best answer
Lewis HowelLewis Howel
I would strongly reccommend using the Quick Action option, it is by far the easiest for users, and you can default lots of fields values to save your users even more time!
Adam JohnsonAdam Johnson
Agree with Lewis there