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This requirement appears so obvious there's probably an easy way which I'm sure you could point me to.

Given a workflow, after a particular point (based on a Picklist field, Status) I want certain fields to disabled with the edit icon not being visible.

I am progressing the state of the workflow field Status using Flows, so have opportunity to do something there.

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    If this is a custom object, lightning dynamic forms might be another option : help.salesforce.com/…
    – Shamina
    Mar 2, 2021 at 19:38
  • Thanks, interesting. I'll have a look at that. Record Types aren't really working out.
    – Program.X
    Mar 4, 2021 at 10:20

2 Answers 2

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One option is to change the record type at that point, which will then allow you to show a different page layout that will display these fields as read only.

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  • That's where my next thought was. Some more flailing required, thanks for pointing me in that direction. I definitely welcome any other ideas.
    – Program.X
    Mar 2, 2021 at 14:38
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I resolved this, though not elegant or sufficient.

The trick is to create TWO instances of each field, with one being Read-only. Apply mutually exclusive Visibility conditions to them so they are only editable based on this condition (eg. State >= "For Review").

This requires that the User profile your users are members of do not have Can edit read-only fields.

This does not work for fields marked as Required in their definition. You have to come up with another way to achieve this.

I have no words why this is made so difficult. Feels a mainstream requirement.

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