Set all fields on Opportunity to Read Only based on Option Set Value

(0) Share

Report

Posted on by William Bradley

175

Hi there -

On an Opportunity record, I have a requirement that when a field "Bid Status" = No Bid, that an Opportunity essentially has to be 'Canceled'. It cannot be Won or Lost (because that would make their Win-Loss report innacurate), so it has to remain 'Open'.

To handle this, and ensure that no other changes are made to the record, I want to make all fields Read Only (set disabled) when the Bid Status = No Bid. Maybe even display a bold/color web resource message that says something to the effect of "This Opportunity is No Bid and has been Canceled".

Can anyone help with an example of updated code for 9.0 that would work for this scenario?

I have the same question (0)

All responses (12)

Answers (3)

Verified answer

Bipin D365 28,983 Moderator on at

Like (1)

Report

Hi,

Try below code to make controls disable/read only.

function disableAllFields(executionContext) {

var formcontext=executionContext.getFormContext();

formcontext.ui.controls.forEach(function (control, i) {

if (control && control.getDisabled && !control.getDisabled()) {

control.setDisabled(true);

}

});

}

If found helpful, Please mark my answer verified.

Was this reply helpful? Yes No
William Bradley 175 on at

Like (0)

Report

Great - I had something similar. But I want to set this function on change of field Bid Status (exe_bidstatus) = No Bid (283,780,002). I tried entering in this condition and I am not getting results. I have the event handler set on change of the field, but need to update the actual code correctly for the above values - any ideas ?

Was this reply helpful? Yes No
a33ik 84,331 Most Valuable Professional on at

Like (1)

Report

Can you please provide the code that you use?

Was this reply helpful? Yes No
William Bradley 175 on at

Like (0)

Report

Sure here is the code (written by a non-developer, apologies):

--> Make All fields Read Only based on an Option Set Value

function disableAllFields(executionContext) {

var formcontext=executionContext.getFormContext();

formcontext.ui.controls.forEach(function (control, i) {

if (exe_bidstatus != 283,780,002) {

if (control && control.getDisabled && !control.getDisabled()) {

control.setDisabled(true);

}

});

}

Was this reply helpful? Yes No
Verified answer

a33ik 84,331 Most Valuable Professional on at

Like (0)

Report

Here the code:

function disableAllFields(executionContext) {

var formcontext=executionContext.getFormContext();

var exe_bidstatus = formContext.getAttribute("exe_bidstatus").getValue();

if (exe_bidstatus !== 283780002) {

return;

}

formcontext.ui.controls.forEach(function (control, i) {

if (control && control.getDisabled && !control.getDisabled()) {

control.setDisabled(true);

}

});

}

add handler to onload and field change.

Was this reply helpful? Yes No
William Bradley 175 on at

Like (0)

Report

Thanks to the both of you. Will try it out.

Was this reply helpful? Yes No
William Bradley 175 on at

Like (0)

Report

Got the following onLoad and onChange...looks like line 3 of the code ?

ReferenceError: formContext is not defined

at disableAllFields (expansetest.crm.dynamics.com/.../exe_SetFieldsReadOnlyNoBid:3:21)

at Mu.executeFunction (expansetest.crm.dynamics.com/.../app.js

at Mu.execute (expansetest.crm.dynamics.com/.../app.js

at expansetest.crm.dynamics.com/.../app.js

at o (expansetest.crm.dynamics.com/.../app.js

at Iu._executeIndividualEvent (expansetest.crm.dynamics.com/.../app.js

at Iu._executeEventHandler (expansetest.crm.dynamics.com/.../app.js

at Object.execute (expansetest.crm.dynamics.com/.../app.js

at O._executeSyncAction (expansetest.crm.dynamics.com/.../app.js

at O._executeSync (expansetest.crm.dynamics.com/.../app.js

Was this reply helpful? Yes No
Verified answer

a33ik 84,331 Most Valuable Professional on at

Like (1)

Report

Replace line

var formcontext=executionContext.getFormContext();

with line

var formContext=executionContext.getFormContext();

Was this reply helpful? Yes No
William Bradley 175 on at

Like (0)

Report

Yup, the case change did the trick. Question though, if I wanted to take this a step further, and set all fields to read only except for the Bid Status field, how would that look in the code?

Was this reply helpful? Yes No
Suggested answer

a33ik 84,331 Most Valuable Professional on at

Like (2)

Report
Try following:

function disableAllFields(executionContext) { var formContext=executionContext.getFormContext(); var exe_bidstatus = formContext.getAttribute("exe_bidstatus").getValue(); if (exe_bidstatus !== 283780002) { return; } formcontext.ui.controls.forEach(function (control, i) { if (control && control.getDisabled && !control.getDisabled() && control.getAttribute().getName() !== "exe_bidstatus") { control.setDisabled(true); } }); }

Was this reply helpful? Yes No

Join the conversation

Community site session details

Set all fields on Opportunity to Read Only based on Option Set Value

If found helpful, Please mark my answer verified.

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates

Community site session details

Set all fields on Opportunity to Read Only based on Option Set Value

If found helpful, Please mark my answer verified.

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates