Dynamics Community Forum Thread Details

Managed real-time forms

/In our outbound marketing forms, we've implemented a toggle system. When the toggle is set to 'No,' it indicates that the form is editable, while setting it to 'Yes' renders the form uneditable. Access to toggling this feature to 'No' is restricted to users holding an admin role. How can I replicate this functionality for real-time forms?

Categories:

Transition to Real-time

Hi,

I'm afraid that's not possible.

In my tests, I added a single radio button, Managed, and applied field-level security to make this button visible only to the administrator.

Then add a column change event to this button, by sending the webapi to change the statecode field of the form to 1, i.e. set the form to Inactive state, so that the form is not editable.

Then, add an onload event to the form where the Edit button is hidden if the Managed field is Yes and the currently logged in user is not the system administrator.