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Customer experience | Sales, Customer Insights,...
Answered

Unlock system filed in D365

Posted on by Microsoft Employee

Hi there,

I would like to unlock a system (OOB) field in D365 Marketing. 

I tried with Business Rule but it didn't work out. Also, tried with below code however it didn't work as well. 

function unlockSystemField(executionContext)
{
	var formContext = executionContext.getFormContext();
	formContext.getControl("type").setDisabled(true);
}

Can you please suggest how to do it?

Thank you,

Leo

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Unlock system filed in D365

    Thanks a lot, Nya. This helped me.

  • Verified answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: Unlock system filed in D365

    Hi Leo,

    Please refer to the following documentation for the steps to manage members of the Marketing List.

    Create a marketing list using in-app marketing (Dynamics 365 Sales) | Microsoft Docs

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Unlock system filed in D365

    Hi Nya,

    Thank you very much for detailed explanation.

    Could you please let me the steps to add a dynamic query and add members dynamically in marketing list (Subscription list).

    Thank you,

    Leo

  • Suggested answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: Unlock system filed in D365

    Hi Leo,

    Unfortunately, the field cannot be edit by simply unlocking it for the dynamic marketing list and the static marketing list (including the subscription list, which is a special kind of static marketing list) are two types of lists with different logic for adding members.

     

    The dynamic marketing list filters members by a query, and its members are subject to change depending on the filter criteria and the member's own fields.

    The static marketing list manages members mainly by manually adding or removing members, although there is also a conditional filter by Advanced Find to add members, but it does not guarantee that all members meet the same conditions.

     

    You can find more details in here: The differences between segments and lists (Dynamics 365 Marketing) | Microsoft Docs

     

    In conclusion, Dynamic Marketing List can be converted to Static Marketing List by clicking the “Copy To Static” button, but not vice versa.

     pastedimage1617082880127v1.png

    So this field cannot be unlocked.

     pastedimage1617082886979v2.png

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Unlock system filed in D365

    Hi Nya,

    It's Type (schema name = type) field on Marketing List entity (Subscription List) entity in D365 Marketing.

    Thank you,

    Leo

  • Nya Profile Picture
    Nya 29,056 on at
    RE: Unlock system filed in D365

    Hi Leo,

    So would you like to tell me exactly which field you are trying to unlock in order for me to check this out.

    Looking forward to your reply.

    Best Regards,

    Nya

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Unlock system filed in D365

    Hi Nya,

    Thanks for your work around!

    I have used schema name of the field in JavaScript. However, it didn't unlock the filed on load of the form as I have called my function on OnLoad().

    Also, when I debug the code, I was getting "undefined" message though there was no error in the code.

    Regards,

    Leo

  • Suggested answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: Unlock system filed in D365

    Hi Leo,

    “setDisabled(true);” is used to lock the field. Have you tried to modify it to “setDisabled(false);”?

     

    And the “type”, which must be the Name instead of the Display Name of the field, needs to be checked if it is correct.

     pastedimage1617068385688v1.png

    For example, here’s my test. It is a marketing page whose status is Live, so the Name of it has been locked. It can be unlocked normally with the JavaScript.

     pastedimage1617068391301v2.png

    In addition, if the field is in another location, for example in BPF, the corresponding JS is different.

    If the above does not solve your problem, it would be better to tell me exactly which field needs to be processed.

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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