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Small and medium business | Business Central, N...
Answered

Open Item Card in "View" mode by default

Posted on by 15,428

Hi

Any time we click on any item opens on "Edit" mode. Is it possible to force it to open on "View" mode by default? This can eliminate some unwanted changes in fields. 

Thanks

  • Jun Wang Profile Picture
    Jun Wang 7,443 Super User 2024 Season 2 on at
    RE: Open Item Card in "View" mode by default

    when opening the item, user either double click the row or choose view or edit from the ribbon. this could simply to resolved to training the user to be more careful when viewing on certain pages.

    also you could use change log to track changes on important fields such as cost, price etc. so whenever something changes, it is tracable

  • Ghetz Profile Picture
    Ghetz 2,983 on at
    RE: Open Item Card in "View" mode by default

    Honestly, this is not a very efficient solution.

    The customer just wants to avoid accidental modification of data, so they simply want to open the page in a non Editable mode by default, and if needed, just switch to edit mode.

    Using a trigger in the OnOpenPage to do "CurrPage.Editable(false);" has a few problems:

    1. When you open the page, you cannot switch to edit mode.

    2. When you create a new record, you cannot fill in all the fields.

    Something way simpler is needed. A way to set the default mode, without limiting switching from one mode to another, and obviously, without affecting the behaviour of record creation.

  • MahGah Profile Picture
    MahGah 15,428 on at
    RE: Open Item Card in "View" mode by default

    Hi Zhu 

    Thank you. 

    The screenshots for new change sounds really interesting. But I am not familiar with Tenant Permission page or table. 

    How I can access it? I mean the Exclude looks really promising. 

    Thanks 

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 73,647 Super User 2024 Season 2 on at
    RE: Open Item Card in "View" mode by default

    Hi, As you know, currently it can only be controlled via Permission Set. But this is different from the feeling on the screen. It should be an error when trying to modify it.

    PS: In the next minor version, we will be able to easily manage permissions.

    pastedimage1651110599319v1.png

    pastedimage1651110623645v2.png

    pastedimage1651110631579v3.png

    pastedimage1651110639603v4.png

    Hope this also helps.

    Thanks.

    ZHU

  • MahGah Profile Picture
    MahGah 15,428 on at
    RE: Open Item Card in "View" mode by default

    Thanks Zhu 

    Any way without customization? I mean your method are great but wonder if we can accomplish that without any customzation?

    Thanks 

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 73,647 Super User 2024 Season 2 on at
    RE: Open Item Card in "View" mode by default

    Hi, hope the following will help.

    https://yzhums.com/9132/

    https://yzhums.com/16756/

    Thanks.

    ZHU

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