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Field Level security settings within a workflow

Posted on by Microsoft Employee

Hi all,

New to the forum, hoping someone can assist me.

I need to set up field level security to make specific fields in our Accounrt record read only for the majority of users.  I havedone this before and its straightforward, the issue I have is that our Account record has two statuses in the form of a custom field, the statuses are Prospect and Customer.  When the Account is a prospect I need all fields to be accesible by all users, its only when it becomes a Customer that I wish to lock down the specific fielods.

Is this possible - am I able to write a workflow or business rule that allows the field level security to kick in ONLY when the status is achieved?

Thanks

T

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  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Field Level security settings within a workflow

    Business Rules and Field security won 't help you. You might need a custom javascript to enable/disable your field for certain users.

    Following link might help:

    community.dynamics.com/.../271341

  • Royal King Profile Picture
    Royal King 27,686 on at
    RE: Field Level security settings within a workflow

    Rather than applying field level security, create business rule and set fields to be locked when status becomes customer otherwise set to unlock.

  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Field Level security settings within a workflow

    Hi partner,

    Yes, it is possible to achieve this requirement through Business Rules.

    community21.png

    community21.png

    Follow the steps given above and when the statues changes to "Custom", it will be locked(read-only).

    Hope it helps.

    Best Regards

    Leo

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