Customer Engagement & Dynamics CRM Forum

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Locking Case Fields

  • 1.  Locking Case Fields

    SILVER CONTRIBUTOR
    Posted 28 days ago
    Hello,

    I have a user who I believe is simply typing in customer names when creating cases instead of selecting existing ones as should be the case. This seems to have the affect of creating new contacts in the system which we do not want.

    I'm wondering how I can "lock" this field to force users to only be able to select from the existing customers in the system which would come up after they type a few letters and click the lookup. I'm hoping someone has ran into this before and there is a simple box I need to tick.

    Any help would be much appreciated. Thanks




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    Daniel Demers
    Chief Digital Information Officer
    Richard Jay Laundry
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  • 2.  RE: Locking Case Fields

    Posted 28 days ago
    Hi Daniel
    It seems like the client might be using the quick create form to create new contacts instead of searching first? You could remove their permission to create contacts if that's appropriate, or add some required field logic and duplicate detection rules to catch matches being created. Would one of those methods satisfy what you need?

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    James Abraham
    Practice Lead, Dynamics
    Empired
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  • 3.  RE: Locking Case Fields

    TOP CONTRIBUTOR
    Posted 28 days ago

    Daniel

    You can use the onChange event to fire off js code that would auto fill the nearest matching result.

    Or clear out the entry if there is no valid guid. 

    Cheers!



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    Rex Kenley Tan, MCP
    Akron OH
    https://www.youracclaim.com/users/rex-kenley-tan

    *Always be CURRENT with JavaScript & C#, NEVER be obsolete.

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