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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Marking field as read-...
Customer experience | Sales, Customer Insights,...
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Marking field as read-only after creation

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Posted on by krombi 55

Hi,

I'm trying to mark a field as read-only after creation/initial-save. I thought I could IsValidForUpdate attribute metadata for this, but unfortunately this metadata cannot be changed.

I found an old-solution in this forum, using field-level security. Is this still the recommended approach?
This approach does not work for me: Although a  key icon is shown next to the secured field, I'm still able to modify it. Apart from this, the field-level security solution feels somehow unnatural to me.

Thank you!

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  • Verified answer
    meelamri Profile Picture
    meelamri 13,216 User Group Leader on at
    RE: Marking field as read-only after creation

    Hi,

    You can use a simple Business rule for this scenario.

    First, you need to make this field as business required.

    Then add CreatedOn field in your form.

    In your Business rule, the condition should be: if ( (createdOn is not Empty) AND (your Field is not Empty) ). If yes, Lock your field.

  • Verified answer
    Fubar Profile Picture
    Fubar 2,756 on at
    RE: Marking field as read-only after creation

    It depends on what you need to do:

    • Field is readonly on a particular CRM Form: Business Rule or JavaScript SDK (other poster provided details for Business Rule)
    • Feld is readonly controlled by security model (e.g. will apply not just to CRM forms or a subset of users will need to update the field later): Field Level; Security.  enable the field for field level security, create the appropriate Field Security Profiles and assign the profile to the User or a Team (note: you cannot test this as System Administrator as sys admin gets full access to the field irrespective of the  field security profiles)
  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: Marking field as read-only after creation

    Hi,

    I don't think it is supported to update the metadata. You will have to use the supported methods like JavaScript/ Business Rules or FLS as mentioned above.

    Please note that FLS by default doesn't apply for system administrator role so if you are sys admin then youcan still update the FLS. Create a different role and then try it from that.

    Hope this helps.

  • krombi Profile Picture
    krombi 55 on at
    RE: Marking field as read-only after creation

    Thank you Mehdi El Amri!

    Using createdOn in a business rule did the trick. I think I could have figured that out myself...

    Ravi Kashyap and LA:

    Actually I tested my solution as System administrator. This explains why FLS was not active.

    Thank you guys!

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