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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Making fields inactive
Microsoft Dynamics CRM (Archived)

Making fields inactive

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Posted on by SteffenH 30

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 Profile Picture
    SteffenH 30 on at
    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?

  • Suggested answer
    Kalpavruksh D365 CoE Profile Picture
    Kalpavruksh D365 CoE 2,545 on at
    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);
               }
           });
    }
  • SteffenH Profile Picture
    SteffenH 30 on at
    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?

  • Suggested answer
    Jarrod Williams Profile Picture
    Jarrod Williams 1,747 on at
    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. 

  • SteffenH Profile Picture
    SteffenH 30 on at
    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?

  • Ahtesham Profile Picture
    Ahtesham 111 on at
    RE: Making fields inactive

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

  • Suggested answer
    Saad Kabarousse Profile Picture
    Saad Kabarousse 732 on at
    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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