Editable grids - read only fields are NOT read only

(0) Share

Report

Posted on by Barbara Forsman

608

I have upgraded our sandbox to Dynamics 365 and have enabled editable grids for my Opportunity entity. I was expecting field security to persist in the editable grid, but I AM able to edit fields that need to remain read only.

For example, we have a workflow that auto-populates the Topic field on the opportunity using information from several other fields. The field is set to read-only, but in the editable grid, I AM able to change the Topic.

Why is this? What can I do to keep the field read-only?

*This post is locked for comments

I have the same question (0)

All responses (6)

Answers (2)

Suggested answer

ScottDurow 21 on at

Like (2)

Report

Hi,

Editable grids will honour field level security - but not when you set a field to read only on a form. To do this you will need to create a business rule to disable the field.

Hope this helps

Was this reply helpful? Yes No
Barbara Forsman 608 on at

Like (0)

Report

Thanks Scott!

I added a Business Rule that locks 5 fields if Topic contains data, saved, published, and refreshed but I am still able to edit the fields.

Was this reply helpful? Yes No
Verified answer

Nadeeja Bomiriya 6,804 on at

Like (0)

Report

Hi Barbara,

Please make sure the Scope of the Business Rule is set to Entity. I just tested this and it works.

Was this reply helpful? Yes No
Verified answer

Nithya Gopinath 17,078 on at

Like (1)

Report

Hi Barbara,

One of the limitations of the editable grids is that it doesn’t respect read-only fields on the form since that isn’t a legitimate way to control security. To prevent users from editing these fields, you’ll need to either add field-level security to the field, not put that field in the view, or write JavaScript. Read-only fields on the form aren’t read-only! Making a field read-only on a form, only applies to that form.

See: neilparkhurst.com/.../dynamics-365-editable-grids

community.dynamics.com/.../dynamics-365-editable-grids

Hope this helps.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

I have implemented field level security on certain fields and I see that they are locked on the grid (I see the key icon) and yet I can still edit the fields in the editable grids. Is there something I am missing?

Thanks!

Bryan

Was this reply helpful? Yes No
Suggested answer

vduggineni 5 on at

Like (0)

Report

Simply create a calculated fields to represent the Topic attribute you wish to display as read-only. Use this field in the view et voila!

Was this reply helpful? Yes No