Hi there,
I have two requirements I would really appeciate some help with. I am using CRM 2013 on Prem and Adxstudio 7.0.0022.
1. On the last page of a web form, I would like to have a ReadOnly form that summarizes the answers/responses from the previous ~10 pages. Is this possible? Can I display a readonly entity form as a web form step that would detail the answers of the previous 10 pages?
2. Secondly, when a user has submitted an application, is it possible to make the application inactive to just that portal user? I do have a yes/no field that triggers a workflow that signifies the user has completed and submitted their form to the best of their ability. This workflow changes the 'Application Status' from "Draft" to "Submitted." Is there a way, perhaps, to use this workflow to make the application form inactive to the portal user at 'Submitted.'
I currently have an entity list that displays the portal users applications with the Details URL pointing back to the Web Form so that they can edit it. I understand I could have a ReadOnly form as this details URL, however, I would like keep the editing functionality in tact.
Thanks -- let me know if I can clarify.
Luke