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Service | Customer Service, Contact Center, Fie...
Answered

Deactivate WO/Booking inside Mobile after Open-Completed

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Posted on by 1,328

How do I prevent users from modifying the Booking/WO in the mobile app when the WO status is Open-Completed? Currently even if the record is Inactive in CRM, users can still edit it in the app.

I have the same question (0)
  • Verified answer
    Thomas David Dayman Profile Picture
    11,323 on at

    In the onload form rule there is a step called 'IsFormEditable'. You need to set this as false.

    This will make the form read only

  • Verified answer
    ashish12 Profile Picture
    3,079 on at

    Set - IsFormEditable rule as False, On form load.

    Thanks

  • epark06 Profile Picture
    1,328 on at

    Thanks, but it still doesn't seem to work. I added this to OnLoad both on the BRB form and Work Order form.

    2262.Capture.png

  • Verified answer
    Al Iggs Profile Picture
    Microsoft Employee on at

    Keep it mind that the OnLoad event only occurs once, after that the form is re-used and even if you change the record, the event is not re-triggered. Can you launch the app and go straight into an inactive record to see if it's read-only? If yes, consider adding a rule to the OnChange event. If no, please share a screenshot of the entire rule.

  • epark06 Profile Picture
    1,328 on at

    Figured out I needed to be publishing the derivative project and not the parent project...this works now. Thanks all.

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