One of the frequent requirement we receive is doing basic form customizations based on Form Type. E.g. Show few fields while creating record and hide those fields once record is saved.
First option which comes in developer’s mind
This will be time consuming task as compared to the solution which I have explained below. Also, it will need technical person to achieve this requirement, because it involves coding.
An option that usually skips from developer’s mind
As we know, Created On field is populated only when record is created. Also, CRM does not allow to set Created On field to the user, we can take help of this field to determine whether user is on Create form or has opened existing record.
Below screenshot shows how Business Rule can be configured to unlock the Account on Create form and lock it for existing record.
Simple solution, but we usually miss it.