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Microsoft Dynamics CRM (Archived)

Set Entity Form based on status of record

Posted on by

Hi All,

In Dynamics 365 Portals, is it possible to configure the Web Template to display a specific Entity Form based on the status of the record?  

As an example, I have a requirement to display the record as ReadOnly if the record has a particular status, other wise allow edits.   My logic would be something similar to the following: 

If Status = "Approved"

Use Entity Form with Mode "ReadOnly"

If Status != "Approved

Use Entity Form with Mode "Edit"

Thanks for any suggestions

*This post is locked for comments

  • Verified answer
    Tom Thompson Profile Picture
    Tom Thompson on at
    RE: Set Entity Form based on status of record

    Should have just RTFM.. the answer was right there all along

    {% entityform name: 'My Entity Form' %}

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