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Hi, I added an Activities sub-grid to the Case form. Everything works fine with the subgrid, however we noticed it is still possible to add activities to the Case pressing the plus (+) icon in the sub-grid although the Case itself is not Active and the form is read only because of that. Other controls in the form are correctly in read only mode while the Case is not active.
So, how can I force the Activities sub-grid to be in read only when the case is not active? We are using CRM 2016 OnPremise but it is occurring in the Online version too.
Thanks for your ideas and time.
Xavier Villafuerte
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Hi Xavier,
that information is still captured in the "case resolution" activity, but, of course, it's much easier to use the "owner" field. You might create a user lookup field on the case entity and use it for reporting (might have a workflow to copy "owner" lookup to that new field.. just don't forget a condition not to copy that special team). Anyway, those are just some workarounds.
Thanks Alex for your suggestion. I was trying to think about all the side-effects and what worries me the most is the fact if I reassign the case to this team, I will lost the information about who closed the case saved on the Owner field. Our customer is using that information for reporting purposes.
Hi Xavier,
you might also assign all resolved cases to a dedicated team (which might belong to its own BU), and, then, configure security roles so that nobody has "append to" on the cases in that BU.
Might do that re-assignment automatically in a workflow whenever a case is closed. That would probably require other adjustments to the security roles.
Anyway, point being, if you re-assign resolved cases so that your users loose "appendto" permission, they won't be able to add activities.
Thanks for your answer but well, there was no luck. I followed Steve's procedure step by step but the button is still there. I can see the logic behind Steve's post and I agree with each step but in my case it is not working. I am pretty sure all customizations are published. Please see the attached image for clarification. It is really frustrating because I don't know what I am doing wrong.
Xavier
Ok. Here is another same question which I believe should give you what you are looking for.
Mr. Scott Durow has given a solution to handle this situation. take a look:
Thank you.
I would appreciate any ideas from you.
Thanks, but for any reason it is not working for the Activities subgrid. Usually when you use a JS function to control a button with RBW when the main form is loaded you can check if the button is firing the JS function but in this case the sub-grid is not firing the JS function so no logic is executed. I don't know what I am doing wrong:
1) I created a solution with case and Activities entities
2) Open the Solution in RBW
3) Select activitypointer entity and select the subgrid elements grid
4) Right Click on the New {0} button and customize the command adding an Enable rule with the JS function. In case I was wrong, I performed the same task on the Add New {0} button. Same result (Not Active cases still able to add activities in the sub-grid)
Any other ideas? This has no sense for me. Why a Closed Case with a read only form is allowing to work with controls?
Xavier
Hi Xavier,
Here is a similar question that's been answered in the forum already. See if this helps:
community.dynamics.com/.../156441
Thank you.
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