How to Lock Editing on a Linked Record So It Can Only Be Viewed, Not Changed
Jestor lets you configure the card or form of a linked record so that, when clicked, the information appears without opening for editing, keeping the linked data read-only.
Why does locking a linked record matter?
Some connections shouldn't change once set — for example, once a project stage begins, no one should be able to accidentally switch which project it belongs to.
What levels of control can a linked record have?
| Control level | What it allows |
|---|---|
| Fully editable | Opens the record and allows any field to be changed |
| Editable on specific fields | Allows targeted changes, keeping the rest locked |
| Read-only | Shows the information without opening the record for editing |
How to set up a linked record as read-only?
- Open the edit settings for the linked field.
- Turn off the option to open the linked record.
- Save — from then on, clicking the card shows the information without opening it for editing.
- Apply the same logic to both card view and super-form view, if needed.
Why choose Jestor for controlled connections?
Jestor gives fine-grained control over what a linked record can do, so sensitive connections stay protected without restricting the rest of the process.
Can I prevent someone from editing a linked record from a card?
Yes, the linked field's settings let you block opening the record, leaving it as view-only.
Does this apply to both card view and super-form view?
Yes, the read-only setting can be applied to either of the two display styles.
Is this setting applied per record or per process?
It's saved for the process, applying consistently to that connection across all records.
Video Tutorial: Step by Step
Check out more practical tutorials on Jestor's YouTube channel.
Get to know Jestor
With Jestor, you decide exactly how much control a linked record allows, from fully editable to read-only.
Get to know Jestor at jestor.com and see how to take your operation's efficiency to a new level.