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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / sub-grid in CRM
Microsoft Dynamics CRM (Archived)

sub-grid in CRM

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Posted on by Community Member Microsoft Employee 
Hello good evening

As you could disable this sub-grid that has been inserted so that it only fulfills the function of listing records, I do not want a user to be able to add more item (I do not want to use JavaScript)

 Cuadricula1.JPG

I was reviewing that there is an EDITABLE GRID control that you can do that apparently but I did not manage to find that option (editable grid)

Cuadricula3.JPG

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  • Suggested answer
    Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at
    RE: sub-grid in CRM

    You have to design your security role as per your requirement.

    You have to set privilege none on Create, Update and Append.

  • Suggested answer
    MSCRM Guru Profile Picture
    MSCRM Guru 600 on at
    RE: sub-grid in CRM

    Hi Angel,

    As Ben mentioned, looks like you just need permissions for the entity.  Lets say the sub grid displays Contact records related to an Account record.  You need to ensure the user is not allowed to create\update a Contact record; it will mean that the + button will not be available to the user and the list in the grid will be read only.

    Have a look at docs.microsoft.com/.../security-roles-privileges to understand how permissions in CRM work, and then at crmbook.powerobjects.com/.../security-roles to get step by step details of how to get it done in CRM.

    Good luck!

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: sub-grid in CRM

    You can also have a look below article -

    www.inogic.com/.../hide-add-button-on-a-subgrid-by-applying-custom-javascript-rule

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,874 on at
    RE: sub-grid in CRM

    Hi partner,

    Do you mean that you want to disable or hide the +New button of the subgrid?

    If so, then the most appropriate way is to use the ribbon workbench to set display rules or enabled rules. This does not require coding.

    This is the download link for the ribbon workbench: http://www.develop1.net/public/rwb/ribbonworkbench.aspx

    If you haven't used ribbon workbench, you need to watch this tutorial first:

    [View:~/crm/b/develop1/archive/2016/07/08/mastering-ribbon-workbench-2016:320:50]

    This tutorial explains in detail how to hide the button.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: sub-grid in CRM

    Hi Ben, How could I do it the way you mentioned?

    I'm new to this please.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: sub-grid in CRM

    Can not be done through configuration of the item?

  • Suggested answer
    Ben T Profile Picture
    Ben T 779 on at
    RE: sub-grid in CRM

    You could use security roles, so take away the "Create record" functionality for that entity, and apply that security role to users you don't want to be able to create.

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