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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / How to restrict "...
Service | Customer Service, Contact Center, Fie...
Suggested answer

How to restrict "create new" on form

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Posted on by RichardScheuring 5

Dear all,

we used Resco Woodford App in the past and we now in the design phase of the "new" FS Mobile App.

In Resco we had for one Entity a Form with this Rule:

pastedimage1621234647359v1.png

So the user got a Message that he needs to open a new "Revice Report" in another entity, and was unable to open the Report directly.

Now we need this feature in the new App also, does anybody have an idea how to achieve this?

Thank you! 

I have the same question (0)
  • Suggested answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: How to restrict "create new" on form

    Would probably be easier to just show the + button for the Service Report on the Service Segmant subgrid only. Using the Ribbon WorkBench

    www.youtube.com/watch

  • Jonathan baker Profile Picture
    Jonathan baker on at
    RE: How to restrict "create new" on form

    Hello,

    Is it that you want to make an entity read only for the user, or only hide the +New button on the specific entity?

  • RichardScheuring Profile Picture
    RichardScheuring 5 on at
    RE: How to restrict "create new" on form

    Dear Nya,

    yes for sure:

    I would need the following:

    If you are on the "Service Report" Form and you click on the "new" button, then you should get an Message "Service Report needs to be created from the Service Segment" So it is not allowed for users to create new service reports directly, the need to create them in the other Entity "Service Segment" where the related reports are visible in a subgrid and there is the " + add new service report"

    Hopefully I was able to describe it better in this way.

    This was working with the Resco Woodford app, and now we need to implement this in the new dynamics FS Mobile App, too.

    Thank you in advance for your feedback.

    Best Regards

    Richard

  • Nya Profile Picture
    Nya 29,060 on at
    RE: How to restrict "create new" on form

    Hi,

    Would you please explain the relationship between your title - How to restrict "create new" on form and the body description?

    It doesn't seem to be connected, which one is the problem you are facing?

     

    Looking forward to your reply.

    Best Regards,

    Nya

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