web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
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! 

  • Nya Profile Picture
    29,064 on at

    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

  • RichardScheuring Profile Picture
    5 on at

    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

  • Jonathan baker Profile Picture
    Microsoft Employee on at

    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?

  • Suggested answer
    Thomas David Dayman Profile Picture
    11,323 on at

    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

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

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the August Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Travis South Profile Picture

Travis South 54

#2
11manish Profile Picture

11manish 37 Super User 2026 Season 2

#3
ParthPatel249 Profile Picture

ParthPatel249 33

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans