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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Disable or lock activity timeline/notescontrol

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Posted on by 60

Hi,

Is it possible to disable/lock activity timeline or the notescontrol in the timeline?

In the UI you can set "Lock the field on the form" but it does not seem to have any effect. I have also tried to lock the section with "Lock the section on the Form" but that also has no effect.


I have tried this code to disable t notescontrol in the timeline.(Works with mot other controls) It runs without any problemes but has no effect:

function sectionDisable(formContext, name, disableStatus) {
    var controls = formContext.getControl();
    for (var i in controls) {
        if (controls[i]._controlName == name) {
            controls[i].setDisabled(disableStatus);
        }
    }
}


/Frode

I have the same question (0)
  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello Frode,

    As far as I know there is no supported way to disable that control from the code.

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Frode,

    You can’t disable timeline and notes control with code, but you can just assign "Read" access of Note entity from security role to disable Notes control in Timeline.

    1.Go Settings > Security > Security Roles.

    pastedimage1601349432250v1.png

    2.Go Settings > Security > Users to choose one user to see which security roles are assigned.

    pastedimage1601349438046v2.png

    3.select these security roles and set Note entity with only ’Read’ privilege and cancel other privileges(Create, Write, Delete, Assign, Append, Assign to, Append to).

    pastedimage1601349446700v3.png

    Make sure all security roles that user is assigned have set done.

    4.Test

    When user (Jeff Hay) login to D365 and open one record, he just read notes that created previously, and he can’t edit these notes or create new notes.

    pastedimage1601349482254v4.png

    Also, you can directly hide Note control in Timeline.

    1.Go Settings > Customizations > customize the system > entities > form to double-click timeline control.

    pastedimage1601349496961v5.png

    2.Test

    All users can’t see Notes in Timelime, they can’t create new notes and read notes that created previously.

    pastedimage1601349802954v6.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Suggested answer
    Pankaj Gogoi Profile Picture
    3,177 on at

    I think you can use the security privilege to prevent users from create operation and use the below css to make the control look like disable. You might have to use tabindex="-1" prevent keyboard navigation.

    pointer-events: none;
    opacity: 0.4;

    Best Regards,

    PG

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