Insights Templates have locked fields that administrators cannot edit. This ensures consistent data across opportunities made from the template. Any process made with an Insights Template can have certain data points fed to the Insights Dashboard.


Locked fields can be added to two areas:


1. Requirements (Application Form):

Proposal Requirements example. Lock icons appear to the left of several fields.

2. Progress Reports

Progress Report example with lock icons to the left of several fields.


Contact your account manager or support@inforeadycorp.com for more information on setting up Insights Templates for your site.


Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.