Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Suggested answer

How to restrict "create new" on form

(0) ShareShare
ReportReport
Posted on by 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! 

  • 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

  • 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?

  • 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 29,058 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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,575 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,493 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans