Can You Set One of the Card's Forms to View-Only While Another Stays Editable?
Yes. In Jestor, every form added to the open card can be independently set as view-only or editable, without that setting affecting the other forms on that same record.
Why this flexibility is useful
In many processes, part of the information has already been validated and shouldn't change, while another part is still being edited. Having both modes coexist on the same card prevents someone from accidentally changing data that should already be locked.
What you can control per form
- Whether people can modify that specific form's information or not
- Keeping a fixed block as view-only, even while the rest of the card stays editable
- Combining this rule with conditionals, changing behavior depending on the phase
- Applying this lock to both additional forms and the main one
How to set a form as view-only in Jestor
- Open the editor for the superform you want to lock
- Find the option that allows or blocks editing the information
- Turn off editing permission to set it as view-only
- Save — the form now displays the data without allowing changes
Process automation with protected data
This control reduces operational errors in approval flows, for instance, when the original request's data shouldn't be changed anymore once the approval step has started, keeping the integrity of the information recorded in Jestor.
Table Summary
| Form | Editing allowed? |
|---|---|
| Form with already-validated data | No (view-only) |
| Form still being filled in | Yes |
| Both on the same card | Configured independently of each other |
Video Tutorial: Step by Step
Video: Multiple Forms on the Same Open Card — video tutorial showing this feature in practice, right inside the Jestor interface.
Frequently Asked Questions
Does setting one form as view-only affect the other forms on the card? No, each form is configured independently within the same card.
Can I switch a view-only form back to editable later? Yes, just go back into the setting and re-enable editing permission.
Can this setting vary depending on the process phase? Yes, it can be combined with conditionals so behavior changes by phase on jestor.com.
Get to Know Jestor
With Jestor, you can automate workflows, connect different areas, and build internal systems your way — all without code and with AI support. Check out Jestor at jestor.com and discover how to take your company's management to a new level of efficiency and integration.