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Microsoft Dynamics CRM (Archived)

Hide form based on user, only record owner must be able to open it-all users must be able to see the records

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Posted on by 1,331

Hi,

 

           I have a sub-grid in which the records must be visible to all the users but only the record owner must be able to open the record or particular form when he clicks on it, while the other users shouldn't even if they click on the record.

 

Can you suggest me how to implement this...

 

 

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  • pavanmanideep Profile Picture
    1,331 on at
    RE: Hide form based on user, only record owner must be able to open it-all users must be able to see the records

    Thanks for your reply Preite,

    If I implement as you have said, only the records owned by particular user will be displayed, that's not what required.

    All the records in the subgrid should be visible to all users, but only  record owner of a particular record should be able to open it.

    For others it should throw an error.....

  • anilambadan Profile Picture
    1,160 on at
    RE: Hide form based on user, only record owner must be able to open it-all users must be able to see the records

    Hi

    I think you can use some javascript to check whether the owner of the record is the logged in user and if not Hide all sections and show a new section with appropriate warning message.

    thanks

    Anil

  • pavanmanideep Profile Picture
    1,331 on at
    RE: Hide form based on user, only record owner must be able to open it-all users must be able to see the records

    Thanks for your reply Anil,

    M checking whether that is a feasible solution for us...

  • pavanmanideep Profile Picture
    1,331 on at
    RE: Hide form based on user, only record owner must be able to open it-all users must be able to see the records

    Thanks again for your reply,

    Ok got what u are saying,Trying with javascript solutions to achieve that....

  • pavanmanideep Profile Picture
    1,331 on at
    RE: Hide form based on user, only record owner must be able to open it-all users must be able to see the records

    Hi Anil,

    Hiding sections was ok, but that not suggested in our case, could you suggest any alternative way of achieving this..

  • anilambadan Profile Picture
    1,160 on at
    RE: Hide form based on user, only record owner must be able to open it-all users must be able to see the records

    hi Pavan mani deep yaragani,

    Which version of CRM you using?

    thanks

    Anil

  • pavanmanideep Profile Picture
    1,331 on at
    RE: Hide form based on user, only record owner must be able to open it-all users must be able to see the records

    Yeah thanks for reply anil, we are using crm 2011 version online

  • anilambadan Profile Picture
    1,160 on at
    RE: Hide form based on user, only record owner must be able to open it-all users must be able to see the records

    Hi

    I think you have to use some unsupported code to achieve this. Please attach an click event to the grid and inside the method related to the click event please try to get the selected record id. then try to fetch the owner id of the selected record and check it against the current logged in user. if its not equal you can show appropriate message.

    Please see the link below to get selected records

    community.dynamics.com/.../125646

    thanks

    Anil

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