Allow Partial Use of a Form

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Posted on by Aeayx

I'm trying to make a checkbox active on a form that is otherwise locked due to the security access being set to User Only. Basically, I'm trying to do what the below link shows but allow the changes to be saved:

https://www.itaintboring.com/dynamics-crm/business-rules-and-read-only-forms/

In this scenario, it's a simple checkbox a user can check to validate that they've reviewed the form. All users can view the note field, but otherwise can't edit anything unless it's they created the form.

Enabling editing of the entire form isn't an option.

Is there any way to make an exception for this field?

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Aeayx 15 on at

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RE: Allow Partial Use of a Form

That got it, thanks!
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Florian Popescu Moscu 160 on at

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RE: Allow Partial Use of a Form

Maybe a good alternative to using a checkbox on the form, would be to create a new ribbon button "Reviewed".

When clicking on this button, you can trigger a custom action through javascript.

On the custom action you can register a plugin that updates the record in the context of the admin/system user, and this way users that normally don't have write privileges on those specific records can mark them as reviewed.
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Dilip Kumar - CRM 65 on at

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RE: Allow Partial Use of a Form

Another way to do this is to give write access to BU level and then implement a javascript which will disable all the field except that checkbox if the current user is not the owning user for the update form. Call this javascript junction on the on-load of the form.