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This form can only be used on service-maintenance based records. Record is read only.

  • 1.  This form can only be used on service-maintenance based records. Record is read only.

    TOP CONTRIBUTOR
    Posted 13 days ago
    I have an opportunity form that was working...until recently. Now when I open opportunities using this form, I get this message banner:
    This form can only be used on service-maintenance based records. Record is read only.
    A little background:
    We are configuring FSA on D365 CE with 2019 release wave 2 enabled, Server version: 9.1.0000.12059, Client version: 1.3.377-1912.3
    We started a year ago with FSA v7 and upgraded to FSA a few months back (now on version 8.8.3.549).

    We started with the OOTB opportunity form (the only Main form available) and we used Save As to create three new forms: one intended for use with the Field Service app, and two that were associated with the Sales apps.

    Today while preparing for go-live, we noticed that the two opportunity forms we added to the Sales apps (see below) will allow us to create & close an opportunity record, but if we re-open the opportunity, we get the banner (see below) and we cannot make changes to the record.


    I found this information in docs: Frequently asked questions for Dynamics 365 Field Service
    which says: "Field Service makes the opportunity, lead, quote, and invoice forms read-only once it detects the record is not a service-maintenance based record". My question is how does the system "detect" the record is not a service-maintenance based record? The article goes on to say that I should copy the OOTB opportunity form, but that is what I did in the first place, so my guess is that I am probably going to have to create new forms from scratch :(








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    If this answered your question, please click on the arrow button next to Reply Inline and choose 'Make Best Answer.'
    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
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    Conference-CRMUG_200x200


  • 2.  RE: This form can only be used on service-maintenance based records. Record is read only.

    SILVER CONTRIBUTOR
    Posted 13 days ago
    Edited by aJay Buddhdev 13 days ago
    Hi Nelson,


    On each entity (Opportunity, Quotes,...) there is field named Order Type which detects what type of opportunity it is:


    Now associated to each type of order type, there is a different form. For example, for Order type Service-Maintenance Based Service form can only be used. As users have the ability to change the form, ms checks if the order type and form type is not same then it makes the record read only for that form. I believe this is exact same scenario happening with you. Please change the form to sales, if the opportunity if of type sales.

    Also if your org is not going to use Service opportunity then you should remove the service form from the application, so that this kind of conflict will never happen.

    Feel free to let me know if you need assistance in removing the form from the applications. Also please let me know if you have any additional questions/concerns. I am always happy to help the community in any way I can.

    Thanks
    Jay


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    Jay Buddhdev
    Buddhdevs Web Service
    Regina SKCanada
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    Conference-CRMUG_200x200


  • 3.  RE: This form can only be used on service-maintenance based records. Record is read only.

    TOP CONTRIBUTOR
    Posted 12 days ago
    Edited by Nelson Johnson 12 days ago
    Thanks Jay.
    When you say
             "...ms checks if the order type and form type is not same then it makes the record read only for that form"
    and
             "Please change the form to sales, if the opportunity if of type sales."
    How do I set or check the form type?

    With regard to "...if you need assistance in removing the form from the applications", I thought it would be as simple as using the app designer - or is there some other way that is less obvious?

    What would be super helpful is documentation about these system behaviors based on the Order Type field. I am finding blogs posts where people are having to experiment with how this field changes the way data moves through the system.

    ------------------------------
    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
    ------------------------------

    Conference-CRMUG_200x200


  • 4.  RE: This form can only be used on service-maintenance based records. Record is read only.

    SILVER CONTRIBUTOR
    Posted 12 days ago
    Edited by Jay Buddhdev 12 days ago
    Hi Nelson,

    If you want to switch the form then, Click on the form name at the top left besides entity name. Once you click on that form name you will get list of forms available for you. "Opportunity" form is the one that is used for sales.

    And yes if you want to remove the form from the app, then use the app designer.

    Also I will write a blog post on the behavior of Order Type field and how to deal with the options.

    In case you are still having troubles, please feel free to let me know. We can have a meeting session and I can help you easily.

    Thanks
    Jay


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    Jay Buddhdev
    https://jaybuddhdev123.wixsite.com/powerapps365
    Regina SK Canada
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    Conference-CRMUG_200x200


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