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Customer experience | Sales, Customer Insights,...
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How to lock fields after applying a signature

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Need to lock fields on a form after user applied signature to the form. Thanks

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    Kenneth Ariel Chaves Herrera Profile Picture
    on at
    RE: How to lock fields after applying a signature

    Hi KMHPM I hope you are doing good.

    What you should do is create a business rule. Here documentation that can be useful:

    Create business rules and recommendations with Dynamics 365 for Customer Engagement (on-premises) | Microsoft Docs

    Create or edit how business rules are initiated | Microsoft Docs

    If this answers your question, please check it as verified to help others finding useful information.

    Welcome to this amazing community.

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