Make a two option field read-only if it is true on load

Question

I am wondering if there is any OOB way to make a two-option field read-only if a form loaded the two-option field as "true".

I know I can use Javascript and the OnLoad event on the form to accomplish this, but I want to try and use as many OOB features as possible.

@JSantosh I don't have any code at the moment. It is just a question if I can make this happen in CRM without using javascript. — Darren Hoehna, Oct 18 '15 at 04:08

score 1 · Answer 1 · edited Jun 20 '20 at 09:12

1

There are two distinct scenarios:

The field should be read-only only if the field is Yes on form load.
The field should be read-only as soon as the value of the field is changed to Yes.

In case 1 you will have to use custom javascript.

In case 2 you can use Business Rules as Guido also mentions in the comments. In this case you would create a business rule with a condition checking whether the value of your field equals Yes. If so, you would lock the field (resulting in it being read-only).

edited Jun 20 '20 at 09:12

Community

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answered Oct 18 '15 at 14:49

Henrik H

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Yes, case 1 is what I want. I knew I could use javascript. I was just wondering if there was another way to get the same functionality for scenario 1 without using javascript. – Darren Hoehna Oct 18 '15 at 21:33
OK. In that case you do not have any out-of-the-box solutions, so javascript would be the way forward. – Henrik H Oct 19 '15 at 06:25
You can use business rules for onload too. – Rickard N Nov 03 '15 at 12:37
Yes, but business rules cannot be set to run only onload (it will also run onchange) – Henrik H Nov 03 '15 at 15:59

Make a two option field read-only if it is true on load

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