Making fields inactive

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Posted on by SteffenH

Hello community,

we have the following process: If some guy create an order in CRM he needs to start the worklow. Then some other needs to approve or decline this order. Once approved a mail is sent with this information.

I want now to add now a step that after the approval the order form fields cannot be changed any longer. Can somebody please explain to me with which step i can achieve this?

Thanks

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SteffenH 40 on at

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RE: Making fields inactive

Thanks a lot for this answer.

unfortunately i have no idea how and where to use the JS code. So can you please describe a bit more detailed how to process with your option number 2?

In the approval process (which is defined as dialog field) is a step: "if approval has been given yes, then". After this clause i need to add something i guess. But which step in detail?

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Kalpavruksh D365 CoE 2,545 on at

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RE: Making fields inactive

Hi,

There are 3 ways to achieve this:

1. Javascript to disable all fields

2. Add Step within the same workflow to deactivate the record
3. Write Business rule (but business rule have some limitation refer URL: community.dynamics.com/.../business-rules-and-read-only-forms)

However, the best options are 1 and 2.

Code for option 1:

add script on load of form

function disableFormFields()
{
//check if the record field value is set to approved if yes then add below code

Xrm.Page.ui.controls.forEach(function (control, index) {
var controlType = control.getControlType();
if (controlType != “iframe” && controlType != “webresource” && controlType != “subgrid”)
{
control.setDisabled(true);
}
});
}

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SteffenH 40 on at

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RE: Making fields inactive

Thanks Jarrod,

what do you mean with "You could also set up a rule that based on the state or status field certain fields are marked as read only in progression. "?

Do you mean a business process?

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Jarrod Williams 1,747 on at

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RE: Making fields inactive

Assuming that the fields don't map into groups yes. You could use a single rule or piece of JS code to set fields to read-only based on the value of another field. For example you could have one field that says state and that could control 2 fields and another that says state 2 that controls a different field. You could also set up a rule that based on the state or status field certain fields are marked as read only in progression.

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SteffenH 40 on at

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RE: Making fields inactive

Okay, but this would mean i need to add one Component (activate/deactivate) for each field i want to make read-only right?

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Ahtesham 111 on at

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RE: Making fields inactive

You Can Simply write Business Rule to make field read only on update of order status.

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Saad Kabarousse 734 on at

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RE: Making fields inactive

Hello,

If you want to disable the whole form fields once it is approved, you can add a workflow step, a workflow that changes the statecode of the quote to actif. i think this may help you.

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