Dynamic Contact Layout problem
I have a set of Contact records coming into CRMOD via an ERP integration flow. User are NOT allowed to make any changes to these Contact records. Users can create new Contact records and are allowed to edit these. My plan was to use Contact Type to be either ERP or CRM. Then use a dynamic layout where the ERP page layout contains just read only fields. The CRM page layout has typical update fields.
The problem is the required fields in the ERP page (First and Last Name) can't be set to readonly. Thus, a user could change the name of an ERP Contact and that isn't allowed.
What am I missing? There has to be a way to block changes to First and Last Name. Use a validation expression in these fields that tests on the Type value? It is only two fields, so it isn't that bad.
Any other thoughts are much appreciated.
Regards,
Jeff
Hi Jeff,
Since it is only 2 fields you can write a WF that prevents the users from changing the value if the contact type is equal to 'ERP'. You'll need to utilize the PRE function.
It should look something like this: IIf([<ContactType>]='ERP', PRE('<ContactFirstName>'), [<ContactFirstName>])
This will still allow the users to change the field, but when saving, Siebel will change it back to the previous value thereby making the field RO.
You'll need to do this for each field you don't want them to change.
Best of luck.
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