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Displaying R/O and R/W forms based on status of record

5 posts, 0 answered
  1. Bill Richardson
    Bill Richardson avatar
    4 posts
    Registered:
    09 Aug 2021
    30 Nov 2021
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    I'd like to create a page where the user lands on the page, the status of the record is evaluated, and if the status is say "Draft", the user is redirected to a R/W form, but if the status is anything else, the user is redirected to a R/O form.

    The redirection must be done SERVER side... Javascript would be a security hole, which is why simply providing a R/W form for Draft, and a R/O form for everything else wouldn't work... just going to the URL for the R/W form with the GUID (the user could get the encryped GUID from the R/O form URL) would cause a security issue.

    Am I overthinking this, or is there a best practice way to do this?
  2. Eric Mann
    Eric Mann avatar
    59 posts
    Registered:
    16 Oct 2020
    30 Nov 2021 in reply to Bill Richardson
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    Have you considered the Form Flow module? 
  3. Bill Richardson
    Bill Richardson avatar
    4 posts
    Registered:
    09 Aug 2021
    30 Nov 2021 in reply to Eric Mann
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    I tried, but I couldn't get it configured properly.  I'll try it again and see what I can do.
  4. Bill Richardson
    Bill Richardson avatar
    4 posts
    Registered:
    09 Aug 2021
    30 Nov 2021
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    The form flow starts with a form, and then the rule executes on Submit of the form.

    I want the rule to execute when the form is first accessed, and the redirect to happen BEFORE any editing on the form.

    Is there a way to do that?
  5. Bhargavi Mahal
    Bhargavi Mahal avatar
    14 posts
    Registered:
    16 Dec 2020
    01 Dec 2021
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    Hello Bill,

    Thank you for posting your query.

    The form flow is built in such a way that the first node is always the form and so the rule executes those forms that are submitted in the previous steps. 

    However, please email us your query to support@crmportalconnector.com so we can get a Developer point of view and can assist you better.

    Thank you,

    Kind Regards,
    Bhargavi.
5 posts, 0 answered