Siebel CRM Desktop for IBM Notes Administration Guide > Customizing Siebel CRM Desktop > Customizing UI Behavior >

Making Forms Read-Only

You can configure Siebel CRM Desktop to make a form in the client read-only. The user can view values in a read-only form but cannot modify these values. The example in this topic describes how to make the form that displays account information a read-only form. If you configure Siebel CRM Desktop to make a form read-only, then the user cannot use the Edit button or double-click the form to make it writable.

To make forms read-only

1. Open IBM Domino Designer, expand the Code tree, expand the Script Libraries tree, and then double-click SBL.SecurityRules:

   For more information, see Opening IBM Domino Designer.

2. In the SecurityRules script library that IBM Domino Designer displays, in the Object tab, expand the rule for the object type that you must make read-only. For this example, expand AccountSecurityRule:
3. Click the ModifyAccess function that resides in the rule that you clicked in Step 2.

   The ModifyAccess function does not exist in this example. If the rule that you clicked in Step 2 does not include the ModifyAccess function, then you must add it using the following code:

   Public Function ModifyAccess(docEx As DocumentEx) As Boolean
   End Function

4. Modify the ModifyAccess function so that it always returns a value of false. You add the ModifyAccess = false line:

   Public Function ModifyAccess(docEx As DocumentEx) As Boolean
     ModifyAccess = false
   End Function

5. To test your work, log into the client and make sure you cannot modify the account object.

Allowing Users to Add New Records in Read-Only Forms

This topic describes how to allow the user to add a new record in a read-only form. Forms should be opened in edit mode to allow adding and saving of new child records. To make a parent form read-only and allow the addition of new child records, each form field must be read only. For more information about making fields read only, see Making Fields Read-Only.

Embedded views with child records should be leaved as is, i.e., they should have correspondent actions for creating and removing child records.

To allow users to add new records in read-only forms

1. Open IBM Domino Designer, and then open the SBL.Forms script library.

   For more information, see Opening IBM Domino Designer.

2. Choose the FormAccountEx class.
3. Add the following method to the FormAccountEx class:

   Public Function QueryModeChange As Boolean
     QueryModeChange = Me.Form.Editmode Or Me.Form.Isnewdoc
     If QueryModeChange Then
       QueryModeChange = SBLFormEx..QueryModeChange()
     End If
   End Function  

4. Optional. To allow the user to edit information for a new account that the user saved but has not synchronized, replace the code that you added in Step 3 with the following code:

   Public Function QueryModeChange As Boolean
     QueryModeChange = Me.Form.Editmode Or Not SiebelHelper.IsSynced(Me.DocumentEx)
     If QueryModeChange Then
       QueryModeChange = SBLFormEx..QueryModeChange()
     End If
   End Function

5. Test your modifications, and then republish the customization package.

   For more information, see Republishing Customization Packages.