Sign in
Microsoft.com
 
Microsoft
 
 
 
Microsoft >
> 
> 
how to make the field to be updated only once CRM 2011

Answered how to make the field to be updated only once CRM 2011

  • Tuesday, 8 May, 2012 1:49 PM
     
     
    Sign In to Vote
    0

    Hi, just like static fields, is there a way to make the field to be updated only once. Say for e.g. I have customer business type (that stays the same for ever assuming) as a custom dropdown field. 

    When I create a new customer, I select the custom dropdown for business type. I choose a type "LLC". Once I save, the field should be read only. ie. user cannot be changing the business type every time he/she open the account form. I can possibly use a javascript, I think but want to ask the forum to see any workarounds or better ideas. 

     

All Replies

  • Tuesday, 8 May, 2012 2:04 PM
    Moderator
     
     Answered
    Sign In to Vote
    1

    Hello,

    JavaScript will cover only client side. What about webservices?

    As for me you should combine JavaScript to close field for editing at the form and Plugin which will remove possibility of field change just with removing of field from context.

    Microsoft CRM Freelancer

    My blog (english)
    Мой блог (русскоязычный)
    Follow Andriy on Twitter

     
  • Tuesday, 8 May, 2012 2:59 PM
     
     Proposed
    Sign In to Vote
    1

    You could use the Xrm.Page.ui.getFormType propery to only make this field editable on create of a new record as a possible solution?

    var formType = Xrm.Page.ui.getFormType();

    if (formType == 1)

    { //Set field non Read Only  }

    else

    { //Set field Read Only }

            
    • Edited by Dave_T_7791 Tuesday, 8 May, 2012 2:59 PM
    • Proposed As Answer by Dave_T_7791 Tuesday, 8 May, 2012 3:00 PM
    •  
     
  • Tuesday, 8 May, 2012 3:12 PM
    Moderator
     
     
    Sign In to Vote
    0

    You could use the Xrm.Page.ui.getFormType propery to only make this field editable on create of a new record as a possible solution?

    var formType = Xrm.Page.ui.getFormType();

    if (formType == 1)

    { //Set field non Read Only  }

    else

    { //Set field Read Only }

            
    Would your script work in case this field would not be populated during creation of the record?

    Microsoft CRM Freelancer

    My blog (english)
    Мой блог (русскоязычный)
    Follow Andriy on Twitter

     
  • Tuesday, 8 May, 2012 3:17 PM
     
     
    Sign In to Vote
    0
    Agreed, it would only allow the field to be edited on creation.
     
  • Tuesday, 8 May, 2012 3:44 PM
     
     
    Sign In to Vote
    0
    I agree Andrii, we should have both Jscript and a plug-in combination
     
  • Wednesday, 9 May, 2012 9:34 PM
     
     
    Sign In to Vote
    0
    Hi Andri, on a related note, where would the code be placed to prevent update for this particular field and what is the code to cancel the update for this field but allow update for all other fields as usual. is it  pre-operation on update message or pre-image on update message? also, what will the code be like. I could take the pre update reading for that field and pass it as new value.  
     
  • Wednesday, 9 May, 2012 11:50 PM
     
     
    Sign In to Vote
    1

    Instead of writing code for this, use Field-Level Security.

    Enable Security on the "Business Type" Field

    Create a Security Role "Business Type Role" with these setting:

    • Allow Read - Yes
    • Allow Update - No
    • Allow Create - Yes

    Assign the Security Role to the approriate teams.

     
  • Thursday, 10 May, 2012 1:47 AM
     
     
    Sign In to Vote
    0
    I thought about this David, but as Andri pointed out, does it prevent plug-in, webservice or workflows being able to update this field in the database (though its crm online).