Can I make Mobile Express forms read-only?

Question

Hi there,

I have a dilemma. My users want to use Mobile Express. However, some of my forms have important jscript for when editing records.

I have no issue in allow using users to view records with Mobile Express. But I would like to prevent users from editing records when using Mobile Express.

Is this possible?

Regards,
P. 

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MCC, MCP, MCTS
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Answer 1

Hi pmdci,

I've actually blogged about this recently.

Have a look here, I explain how this can be done, hope it helps:

http://quantusdynamics.blogspot.com/2012/01/dynamics-crm-40-mobile-express-read.html

 

Regards

Nuno

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Visit my blog for CRM material, improving performance, kerberos, IFD, development tips, etc. :) http://quantusdynamics.blogspot.com

Answer 2

Fantastic! Thanks for the answer!

Even tough this is a CRM 4 solution I am sure I can adapt it to CRM 2011.

In fairness Microsoft should add the option to hide certain fields (delete, edit, new, etc) by default in Mobile Express forms.

 

---

MCC, MCP, MCTS
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Answer 3

Hi there,

I tried adapting your solution for Dynamics CRM 2011 but so far I had no luck. Not even after IISRESET... :(

Have you tried doing this for Dynamics CRM 2011? Any ideas?

P.

 

---

MCC, MCP, MCTS
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Answer 4

No Haven't tried yet, but will be doing this in Feb will let you know :)

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Visit my blog for CRM material, improving performance, kerberos, IFD, development tips, etc. :) http://quantusdynamics.blogspot.com

Answer 5

I managed this in CRM4 by using a plugin to disable Create/Update of entities or specific fields - you can just remove fields from the target entity attribute list. In CRM4 you could use code like "System.Web.HttpContext.Current.Request.Url.ToString()" to get the current URL - if the URL has /m/ at the beginning then the user is accessing CRM via the mobile client, so you can disallow changes on mobile but allow on full client. I haven't tried this on CRM2011 but it should work as long as your plugin is not running in the sandbox (so not compatible with CRM online). So whilst it looked like a user could change any field, any data for restricted fields was just ignored.

 

Answer 6

Hi pmdci,

Had a quick look and this is the new changes: on the same folder, open entityhome.css.aspx and change:

 

.newRecordButton
{
padding : 4px;
display: none;
}

on the entityform.css.aspx:

input.editButton
{
display: none;
<% if (CrmStyles.IsRightToLeft) { %>
float: right;
<% } else { %>
float: left;
<% } %>
width: 108px;
}

input.deleteButton
{
display: none;
<% if (CrmStyles.IsRightToLeft) { %>
float: left;
<% } else { %>
float: right;
<% } %>
width: 108px;
}

 

Reset IIS

And this should hide the edit new and delete buttons. :)

 

---

Visit my blog for CRM material, improving performance, kerberos, IFD, development tips, etc. :) http://quantusdynamics.blogspot.com

Answer 7

Brilliant! Worked like a charm.

Thanks for the update!

Regards,
P. 

---

MCC, MCP, MCTS
If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".