Allow Form Questions to be Read Only

Allow Form Questions to be Read Only

Using Read-Only Form Questions

You can designate any form question as Read Only, allowing customers to view the answer without being able to modify it.

Getting Started

There are no global system settings required to enable Read Only questions.

How to Mark a Question as Read Only

  1. Log in to the Administrative Console.

  2. Navigate to Settings > Assignments > Forms.

  3. Either:

    • Click Edit Questions on an existing form, or

    • Click Add a New Form to create one from scratch.

Need help creating forms? See: Creating Forms

  1. In the Edit Question screen, you'll see a Read Only checkbox.

  2. Select the checkbox and click Save.

Answering Read Only Questions

Only Admin users can provide answers to Read Only questions. These can be populated using:

  • Impersonation

  • Edit Item

  • Edit Account

  • Other admin-level actions

Note: While non-admin users (such as Staff or Coordinators) cannot answer Read Only questions directly, they can do so via Roster upload if permissions allow them to upload responses to custom form questions.

Customer Experience

If a Read Only question is unanswered, customers will see the field but won’t be able to interact with it.

.
only3.png

Once an admin provides an answer, it will be displayed to the customer, but still not editable.

only4.png

Additional Notes

  • For list-type questions, customers will see the value(s) selected. Be sure the selected values are clear and appropriate.

  • The Read Only setting can be applied to any custom question on any form type.

  • System-required fields such as Username, Email, First Name, and Last Name on the Account form cannot be marked as Read Only.

    • Related Articles

    • The Account Form

      Introduction The Account Form contains a list of questions that are asked to your Account holders. A pre-designed account form is already created in your database. You can add questions to it, personalize it, and decide which questions are required. ...

    • Mass Form Editor

      On the Form Editor the first step is to filter the products that have this form assigned to it. Config description: The default Number of products to display when using the Form Editor to do mass form updates. Once you have filtered your products ...

    • Form Based Discounts and Fees

      How to Apply a Discount or Fee Based on a Form Response To apply a discount or fee based on how a customer answers a form question, follow the steps below: Step 1: Create the Form and Question Start by creating the form and adding the question that ...

    • Form Repeat

      Overview Form Repeat provides a way to control how often a form is seen in the checkout process. There are two Form Types that utilize Form Repeat: “Product Form” and “Product Participant Form” Each type has its own set of Form Display options. ...

    • Triggered Form Answer Emails

      How to Send a Triggered Email Based on a Form Answer During Checkout You can set up a Triggered Email that’s automatically sent when a customer selects a specific answer to a form question during the checkout process. For example, if your event ...