CRM 2011–Read Only Entity form

CRM gives option to “Copy a Link” or “Email a Link” where User gets a URL for currently opened Form which he/she can share with other users. Similarly with UR5 we can put link to form in workflow Emails as well. This is really cool feature because in earlier version of CRM it was manual activity to press F11 and then take a URL of form and then share it with others.

When we share this link to form and when user opens it, it opens a complete CRM form which has Ribbon bar, based on form type it can have a left hand Navigation bar. So its standard for that User gets to see.

There might be requirement where we have to show Read-Only copy of form (and not the Report page).

I found one way to do this. Following URL can be used to set a Read-Only CRM Entity form

http://SERVER Name/ORG NAME/_forms/print/custformprint.aspx?

Query String Parameters

Parameter	Value	Comment
allsubgridspages	Optional true or false. Default is false.	If CRM form has a Sub-Grid in it, this parameter decides whether to show Paging for the SubGrids. If set to true, it will show all the records of Sub-Grid, without any Pagination.
id	Mandatory	GUID. Guid of CRM entity record
formid	GUID. Optional	Form Id, if not given it and if there are multiple forms available for given entity it will follow CRM’s way of showing appropriate form.
objectType	Mandatory	Number. Object Type Code for Entity

Following is example of such URL

http://SERVER Name/ORG NAME/_forms/print/custformprint.aspx?allsubgridspages=false&formid=c2813dee-bc93-446b-aa20-7b727e5e6ac8&id=%7bD0A97532-1A3A-E011-9584-00155DC94520%7d&objectType=10031

Sample form: This is how Read-Only form looks like.

 

Update [07/08/2012] With UR7 – CRM Production team has introduced “Read-optimized forms” which caters above feature. For more details refer http://blogs.msdn.com/b/crm/archive/2012/03/22/read-optimized-forms.aspx

 

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