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I am facing an issue.
For the same entity I have several forms. One form is used by the "standard" user and another form is used by the "admin or finance admin".
After a certain stage (not on default) on the form:
Is there a way that I can obtain this?
Many thanks in advance.
Have you tried Field Level Security to make a field read only for a set of users?
So, for the field of admin form, it needs to be opened all the time, so it doesn't need any customization. Only the fields of the standard form need to be customized.
Assuming that the admin form can only be accessed by "admin or finance admin" and cannot be accessed by other users, then we will use business rules to lock the fields of the standard form.
Could you tell me what certain stage is?
If it is a field change on the form, you can select it directly in the condition of the business rule. If not, I suggest you create a two option field on the form to indicate whether this certain stage has been reached?
There is an action to lock fields in business rules.
For business rules, please refer to this document: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-business-rules-recommendations-apply-logic-form
Just chiming in that Lu Hao has the right idea. You just need to lock the field on the form accessible to the standard users by creating a business rule that runs on that form only.
However, if your users are savvy then Ashish (edit: I mean Canada365guy) brings up a good point that Field Security is the only true way to lock it out. This is because while you might lock it out on the form for the standard users, nothing would be stopping them from editing it via editable grids or excel imports. It would only stop them from that form and that one form alone.
If security is an issue for this field I recommend combining both of their suggestions.
1. Create a business rule to lock the field and set the scope to Entity
2. Create a new field called "unlock" for example, and add it to your business rules condition. If "unlock = no" keep it locked. If "unlock = yes" then unlock the field"
3. Create a field security profile so only your admins can toggle "unlock"
4. Train your admins to unlock, edit, re-lock it.
If you find this helpful let me know, cheers.
Hi Lu and Jacob,
Both of your answes have directed me in the right and desired direction.
Thanks a lot.
I will investigate them both.
Have a great day!
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