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I have two requirements I would really appeciate some help with. I am using CRM 2013 on Prem and Adxstudio 7.0.0022.
1. On the last page of a web form, I would like to have a ReadOnly form that summarizes the answers/responses from the previous ~10 pages. Is this possible? Can I display a readonly entity form as a web form step that would detail the answers of the previous 10 pages?
2. Secondly, when a user has submitted an application, is it possible to make the application inactive to just that portal user? I do have a yes/no field that triggers a workflow that signifies the user has completed and submitted their form to the best of their ability. This workflow changes the 'Application Status' from "Draft" to "Submitted." Is there a way, perhaps, to use this workflow to make the application form inactive to the portal user at 'Submitted.'
I currently have an entity list that displays the portal users applications with the Details URL pointing back to the Web Form so that they can edit it. I understand I could have a ReadOnly form as this details URL, however, I would like keep the editing functionality in tact.
Thanks -- let me know if I can clarify.
Are all 10 pages based on a single entity?
Yes -- one single entity.
Re: my first question -- I have recreated the form on the last page using readonly fields. This seems to get the job done and I think this will suffice. Though it is not the prettiest. But if you know of a best practice way of achieving this, I am all ears.
In the Web Form Step record, under Form Definition Tab, there's a field called "Mode". You can set the Mode as "ReadOnly". I would create a new CRM Form called "Application Summary - Read Only" and link this with the final Web Form Step which is configured as Mode = ReadOnly.
Thanks for your help!
I have the same requirement as Luke and am using your answer to configure the Web Form Step as Mode = ReadOnly, however, in this mode, the Submit button disappears which means the completed form cannot be submitted. Do you know how to resolve this?
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