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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Make Notes Read-only i...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Make Notes Read-only in the Timeline for Case Entity

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Posted on by Community Member

Hello,

I have a new requirement where user should not be able to make changes to the existing notes. I tried to check the security roles and find all the settings as expected (Create & Read). Problem is users without Write and Delete permissions are still able to edit/delete the Note from the timeline. I would like to block this for all. Is there a way I can achieve this?

Thank you

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  • Suggested answer
    LuHao Profile Picture
    LuHao 40,892 on at

    Hi Harsha,

    We can use a real-time workflow to prevent users from updating and deleting notes on Case.

    Create a worklfow for Note, uncheck "Run this workflow in the background".

    4336.pastedimage1613805881430v1.png

    Change Scope to Organization, check "Record fields change" and "Record is deleted", then edit to select all fields.

    7762.pastedimage1613805940930v2.png    5670.pastedimage1613806008247v3.png

    Add step "Check condition", set filter as follow.

    7571.pastedimage1613806080727v4.png

    Then add step "Stop workflow", select status to Canceled. Set Properties to write a message.

    0572.pastedimage1613806176411v5.png

    Activate the workflow.

    This way, whenever the note of Case is updated or deleted, user will see a message and the note will not be updated or deleted.

    2018.pastedimage1613806310049v6.png

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