Prevent user to edit form based on option set value

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Posted on by Prajwal Bhetwal

Hi,

I want to lock all the fields in the form based on the value user selects in an option type field.

Eg:

If the user selects Contact type = A, the user should be able to edit the fields but of Contact type = B, the form should lock all the fields and make it read only.

I could have done it using business rules but there are more than 100 fields so it will take time. IS there a way to do with JS ? If anyone could help ?

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Amira Beldjilali on at

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Hello Prajwal,

You can refer to these documentations to use the setDisabled

docs.microsoft.com/.../setdisabled

docs.microsoft.com/.../getcontrol

This could be also helpful Back to Basics # 63: Make All Form Fields as Read-only with Webresource in Dynamics CRM - Microsoft Dynamics CRM Community

Regards,

Amira

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Bipin D365 28,983 Moderator on at

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Hi,

You can try code from below blog to make all fields on your form real only.

xrmcenter.wordpress.com/.../

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Prajwal Bhetwal 65 on at

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I want to make the form read-only when the user selects a certain option set value. I don't want it to be read-only all the time.

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Community Member on at

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Hi

Please create an onload event with the following code(Change the logical name of field and field value to yours):

function onload(executionContext){ var formContext = executionContext.getFormContext(); var contactType = formContext.getAttribute("cr1bc_contacttype"); lockAllFields(executionContext); contactType.addOnChange(lockAllFields); } function lockAllFields(executionContext){ var formContext = executionContext.getFormContext(); var contactType = formContext.getAttribute("cr1bc_contacttype").getValue(); var allControls = formContext.ui.controls; //contactType == "A" if(contactType == 516560000){ allControls.forEach((ctrl,index)=>{ctrl.setDisabled(false)}) }else if(contactType == 516560001){ allControls.forEach((ctrl,index)=>{ctrl.setDisabled(true)}) } //if you need contactType still editable //formContext.getControl("cr1bc_contacttype").setDisabled(false); }

Result:

Type B

Type A

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Prajwal Bhetwal 65 on at

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Hi Steve, this is exactly what I want.

But I am very new to d365 CRM so I don't know who I can create an onLoad event in CRM. If there is any document around it that you could pass it would be great.

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Prajwal Bhetwal 65 on at

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Hi

I've made this little change in the code so that for all other option type read-only is disabled except one contact type.

I've added the form on load as well.

When the form loads I'm getting this error "One of the scripts for this record has caused an error. For more details, download the log file."

Cannot read properties of null (reading 'getValue')

How can I fix this error?

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Prajwal Bhetwal 65 on at

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Hi

I've made this little change in the code so that for all other option type read-only is disabled except one contact type.

I've added the form on load as well.

When the form loads I'm getting this error "One of the scripts for this record has caused an error. For more details, download the log file."

Cannot read properties of null (reading 'getValue')

How can I fix this error?

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Bipin D365 28,983 Moderator on at

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Hi,

Please make sure that contact type field schema name is correct and field is present on the form.

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Prajwal Bhetwal 65 on at

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Yes, the schema name is boq_contacttype and the field is present in the form as well.

I've changed the attribute name in the code to match the schema name. But still, I'm getting errors.

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Bipin D365 28,983 Moderator on at

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Hi,

I would recommend you to debug your code

carldesouza.com/.../

Please recheck if contact type field is added on the form.

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