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Lookup field in Editable Grid - Make Read Only

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Posted on by William Bradley

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Hi,

We have a field for 'Division' (Lookup to Territory) that needs to be Read Only on the Deal (Opportunity) Editable Grid. We cannot make this field a calculated field (which would lock it on the Editable Grid) since it is a lookup, nor can we make it a text field - calculated and populate a lookup value there. Is there any other way to make this lookup field on an Editable Grid Read Only, other than JScript?

Open to thoughts/suggestions...

Thanks!

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William Bradley 175 on at

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RE: Lookup field in Editable Grid - Make Read Only

Thanks David. Field-leve security is not an option here. As far as a calculated field, if we set the text field as calculated we cannot populate the lookup value there via WF. It is looking like JScript is the only option. Thanks.
David Jennaway 14,063 on at

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RE: Lookup field in Editable Grid - Make Read Only

You could use field-level security if you want to prevent updates via any means (i.e. via the form, as well as the editable grid).

Another option could be to create a separate text field that is populated from the lookup and make this non-editable (either a calculated field or via field-level security), and use this field in the editable grid, rather than the lookup field
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rthompson 1,530 on at

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RE: Lookup field in Editable Grid - Make Read Only

As of now the only away to disable a column in a grid you have to use javascript

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/246079/want-to-lock-certain-fields-on-editable-grids-as-per-value-of-a-field-on-the-form

You can also put in a Microsoft request for that