News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... How to freeze Form?

Customer experience | Sales, Customer Insights,...

Suggested answer

How to freeze Form?

(0) Share

Report

Report

Posted on by Satya2277

i have 4 stages of in case created process flow which is created, in progress, UAT and ready to close in crm. now i want to set conditions such that when when case is goes to ready to slose stage then the existing foem will be freeze. there no one able to edit in this form. how can i do that

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Leah Ju Microsoft Employee on at

Like (0)

Report

How to freeze Form?

Hi Partner,

1.Freeze form?

Do you mean that all controls on the form are not editable? Make them read-only?

If so, you can use javascript to disable all controls of this form.

https://crmminds.com/2022/06/25/dynamics-365-make-the-form-readonly/

2.Stage?process flow?

Do you mean BPF(Business Process Flow)?

https://learn.microsoft.com/en-us/power-automate/business-process-flows-overview

If so, you need use addOnStageChange() to make this code work when BPF is moved to one specific stage.

--You can refer to the following blog for more details:

https://rajeevpentyala.com/tag/stage-name/

https://www.poweruser365.com/post/client-api-bpf

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2

Martin Dráb 230,235 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans