Some particular fields (2-3 fields) on the Appointment records should be editable by the users who are participants in the calendar appointment

(0) Share

Report

Posted on by Amiy

340

Hi Team,

We have a requirement that some particular fields (2-3 fields) on the Appointment records should be editable by the users participants in the calender appointment but not for other users . Is it achievable

*This post is locked for comments

I have the same question (0)

All responses (4)

Answers (0)

Suggested answer

Dynamics365 Rocker 7,755 on at

Like (0)

Report

You can use field level security feature to achieve your task. You can take help from below link:

www.encorebusiness.com/.../microsoft-dynamics-crm-field-level-security

Was this reply helpful? Yes No
Suggested answer

Arun Vinoth 11,615 Moderator on at

Like (0)

Report

You have to write form load script to check whether the current login user is in activity party list, then allow them to edit otherwise disable the form controls by default.

Was this reply helpful? Yes No
Suggested answer

PranavShroti 4,510 on at

Like (1)

Report

Hi Amiy,

there is no OOB way of doing this, as Field level security users cannot be dynamically selected based on party list. I would recommend to place all 2-3 fields in a section and then onLoad of form, write a simple JS to check where logged-In users belongs to partylist or not, if yes, then give edit permission otherwise lock whole section.

Hope this helps,

Regards,

Pranav

If found useful, please mark the answer as verified

Was this reply helpful? Yes No
Suggested answer

CRMYogi 505 on at

Like (0)

Report

If you dont mind making all fields editable instead of just couple of fields, then you can do this:

1. Trigger a plugin when the record is saved

2. Plugin will read the participant list and share the record (with edit privileges) with these participants

Though I would like to caution that sharing can clutter the database if used extensively.

Was this reply helpful? Yes No