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Read Only Form Once Approved

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Posted on by Manny Floyd

Hello All,

How can I lock the entire form "read only" when the approval box is checked off. I tried using business rules but I have to do one field at a time. I have over 30 fields on this form.

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Henry J. 5,237 on at

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Hello Emanuel,

This could be done in JavaScript with formContext.data.entity to retrieve the list of attributes and setDisabled.

Another way to approach this to set the record status as inactive once your process is done.
That way, the record becomes read-only in the user interface.

Henry

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Ricardo Gimenez on at

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Hi Emanuel,

As quoted by Henry, a JavaScript custom code would be the best approach here. As you said, Business Rule only allowed this action configuring one attribute at the time.

Thanks,

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Manny Floyd 50 on at

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Thank you both. I am not great in JS - can you provide me a reference site. I'm in a middle of learning JS.

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Ricardo Gimenez on at

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Hi Emanuel,

Here is a good sample to inspire you build your solution:

==============================================================

function MakeAttributesReadOnlyExceptOne(){

Xrm.Page.data.entity.attributes.forEach(

function (attribute, index) {

var attributeName = attribute.getName();

if (attributeName == "FieldLogicalName"){ //The field which you do not need to make read only

Xrm.Page.getControl(attributeName).setDisabled(false);

}

else{

Xrm.Page.getControl(attributeName).setDisabled(true);

}

});

}

==============================================================

Thanks,

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Henry J. 5,237 on at

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One small comment: Xrm.Page still works but is deprecated, so I would advise to use ExecutionContext.getFormContext instead.
You can find guidance on this here:
https://docs.microsoft.com/en-us/power-platform/important-changes-coming#some-client-apis-are-deprecated

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Ricardo Gimenez on at

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Well observed. Thanks for that!

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Community Member on at

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Hi Emanual

I had a similar requirement for a customer and this can be done via a simple JavaScript function which I am willing to share with you or you can use a simple workflow to make the record inactive which in turn will make the record read-only. My question here is, does the record have to be active and fields read-only, or can the entire record be deactivated?

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Manny Floyd 50 on at

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Hi Tyler,

I am actually using Inactive and Active feature. So to answer your question, yes, the record can be approved and inactive. If the record is approved, all fields needs to be locked.

I will truly appreciate your help. Dead line is approaching soon.

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Manny Floyd 50 on at

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Hi Ricardo, thanks. Will try to modify this code and make it work.

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