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Service | Customer Service, Contact Center, Fie...
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How can I make an entity read only in powerapps??

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Posted on by 134

How can I make an entity Account read only in PowerApps?? I have tried it by adding Controls. It should be read only when I open the account form in mobile.

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  • Renu788 Profile Picture
    on at
    RE: How can I make an entity read only in powerapps??

    A couple of ideas -

    (a) Create/Update a security role and make it read only for the Account entity, Add the security role to the model driven app for FS Mobile. Add the user to the security role.

    (b) Create a form and lock all the fields, add the form to the FS Mobile Model driven app

    (c) Create your own PCF component, they can be added to the mobile app

  • CoSonate Profile Picture
    134 on at
    RE: How can I make an entity read only in powerapps??

    Yes I did create a new security role which had read only access and attached to the form in PowerApps but nothing changed. I have a form Accounts- Mobile and this is not getting attached in PowerApps.

  • CoSonate Profile Picture
    134 on at
    RE: How can I make an entity read only in powerapps??

    Thankyou for replying but how do I change the form on PowerApps because whenever I add the page of Account, by default it takes the main account form.

    Basically having same form on both places is stopping me to get it as read only.

  • Suggested answer
    Lucky Dog Profile Picture
    670 on at
    RE: How can I make an entity read only in powerapps??

    Create a new form to be used only on the mobile - ie enable it in the FS mobile app instead of the desktop app.

    You then create a Business Rule to apply just for that form. The Business Rule should lock all fields on the form if Account contains a value, which it always will.

    Hope this helps

  • Gabriel Dias Junckes Profile Picture
    2,428 on at
    RE: How can I make an entity read only in powerapps??

    The users from the desktop have a different security role from the mobile app?

    Can you confirm that you have one form for the mobile app?

  • CoSonate Profile Picture
    134 on at
    RE: How can I make an entity read only in powerapps??

    I have tried doing it but when I changed it on the PowerApps side it got changed in the CRM side as well.  Still unable to find a solution for this.

  • Suggested answer
    Gabriel Dias Junckes Profile Picture
    2,428 on at
    RE: How can I make an entity read only in powerapps??

    Hi. If the security is not an issue, I would make the field on the form read-only.

  • CoSonate Profile Picture
    134 on at
    RE: How can I make an entity read only in powerapps??

    Yes mobile app and the desktop CRM has to be different, account entity is supposed to be read only in the mobile app. How do you suggest to apply different security roles in this case??

  • Suggested answer
    Gabriel Dias Junckes Profile Picture
    2,428 on at
    RE: How can I make an entity read only in powerapps??

    Hi.

    Are the users accessing the mobile app different from the desktop app? You could apply for a different security role.

    If you are using the Field Service app, there is an account mobile app form so you can set the field to read-only over there.

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