Deactivate WO/Booking inside Mobile after Open-Completed

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Posted on by epark06

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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.

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Thomas David Dayman 11,323 on at

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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

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ashish12 3,079 on at

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Set - IsFormEditable rule as False, On form load.

Thanks

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epark06 1,328 on at

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

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Al Iggs on at

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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.

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epark06 1,328 on at

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

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