Used Multiple Forms in CRM 2011

As we all know that we have new multiple forms feature in CRM 2011, which allows us to create multiple forms for an entity. Today for the first time I got an opportunity to implement it.

Our scenario was something like this :-

We wanted only specific users to Reactivate Case and they shouldn’t be able to modify any value on the case that they are Reactivating.

We started by first figuring out the minimum rights required to Reactivate the case and they were

1. Create
2. Write
3. Append To

for the Case entity.

Obviously with Write access user will be able to modify the values for the case.

So we did the following

1. Created a new custom security role having the above mentioned privileges.
2. Created a new form for the Case Entity.
3. Removed few of the sections/fields and set the remaining fields as Read Only (through form customization and not JavaScript) for the new form.
4. Used Assign Security Roles to and selected the newly created security roles as Display only to these selected security roles option
   

   
   

5. For the main Information form, we selected the same option Display only to these selected security roles and this time checked all other roles and unchecked the new security roles created.

So now when the user having the new security role opens the case form for Reactivating the Case, he only sees the newly created form which has all the fields set as read only.

This solved our purpose.

Hope it helps.

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology ! View all posts by Nishant Rana