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Microsoft Dynamics CRM (Archived)

Restrict the users to only deactivate their own records

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Posted on by 1,067

Hi all,

I have a role that has all priviledges over a custom entity except for Delete(It's restricted to User level). However, I would like to restrict the users to only deactivate their own records, so they can't deactivate other users records when they have this role assigned. 

How can I manage this requirement?

Thanks in advance!

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I have the same question (1)
  • Verified answer
    Guido Preite Profile Picture
    54,086 Moderator on at

    you need a plugin

    or

    you can create a synchronous workflow triggered on the "record status changes"

    inside the condition you check if the current user is different from the owner of the record (but to perform this check you still need a custom workflow activity if I remember correctly)

  • Verified answer
    Community Member Profile Picture
    on at

    Hi,

    You could set the edit permission on the custom entity to user only.

    regards,

    Don

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    You can write a plugin or workflow if you insist to have organization level in "Edit" , by comparing the trigger user and the owner. if both of the fields are not equal, throw the error or stop the workflow.

  • EnriqueMdz Profile Picture
    1,067 on at

    Guido, as always thanks for your answer. I solved this issue using a plugin. Regarding the use of a workflow, I can confirm that you need to develop a custom workflow activity as the workflow limitations restricts the the validation we need to do(Owner equals Current user). Thanks a lot!

  • Suggested answer
    ram r Profile Picture
    on at

    This can't be achieved with security roles unless we revoke write permissions from all other access levels except user level. But again sharing  and users with admin privileges may become a problem.

    AFAIK, A plugin or A simple OOB workflow on state change which compares owner to modified by(Current User) will work.

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