Field Level security settings within a workflow

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Posted on by Community Member 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

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Security and Privacy

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PS 23,577 on at

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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 27,686 on at

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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.
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LeoAlt 16,329 on at

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RE: Field Level security settings within a workflow

Hi partner,

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

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

Hope it helps.

Best Regards

Leo