Customer Engagement & Dynamics CRM Forum

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Locking Case Fields

  • 1.  Locking Case Fields

    Posted Feb 18, 2019 10:23 PM

    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

    Daniel Demers
    Chief Digital Information Officer
    Richard Jay Laundry
    Academy - Online Interactive Learning from Experts

  • 2.  RE: Locking Case Fields

    Posted Feb 19, 2019 02:27 AM
    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?

    James Abraham
    Practice Lead, Dynamics

    Academy - Online Interactive Learning from Experts

  • 3.  RE: Locking Case Fields

    Posted Feb 19, 2019 07:28 AM


    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. 


    Rex Kenley Tan, MCP
    Akron OH

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

    DISCLAIMER: All views expressed on this site are my own and DO NOT represent the opinions of ANY entity whatsoever with which I have been, am now, or will be affiliated.

    Academy - Online Interactive Learning from Experts

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