Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Unlock field on active...
Microsoft Dynamics CRM (Archived)

Unlock field on active quote using a BR does not work for non adminsitrators users

(0) ShareShare
ReportReport
Posted on by Tessacq 293

Hi

Our users would like to edit some fields on the quote form while the quote is Active without having to create a new revision. 

I created a BR that unlock these fields with Scope All forms. The BR works well and make the fields editable. However if the user has a role different to the System Administrator role, the fields are un-locked, meaning the user can edit the values, but he can not save the changes. However if the user is a Sys Administrator, he can save the changes. So the problem is in saving the changes while the quote is Active. A system administrator can save the changes while a different role cannot.  Does anyone know why?

The end-user security role have create and write access to the quote entity. 

Thanks

Teresa

*This post is locked for comments

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,872 on at
    RE: Unlock field on active quote using a BR does not work for non adminsitrators users

    Hi Teresa,

    This official document has been updated:

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/dynamics-365-sales-gdpr

    Microsoft has confirmed that only system administrator is allowed to update read-only quotes.

    If my answer is helpful, click Yes to mark it as verified.

    pastedimage1564651037574v1.png

    This will help other users quickly find to this theme.

    Thanks.  :)

  • Tessacq Profile Picture
    Tessacq 293 on at
    RE: Unlock field on active quote using a BR does not work for non adminsitrators users

    Hi Dilip Kumar

    Yes, this is the error and log file below

    pastedimage1563778585721v1.png

    Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral,
    PublicKeyToken=31bf3856ad364e35]]: The entity cannot be updated because it is read-only.Detail:
    <OrganizationServiceFault xmlns:i="">www.w3.org/.../XMLSchema-instance" xmlns="">schemas.microsoft.com/.../Contracts">
      <ActivityId>4e1a8649-4073-44d6-b4d0-73e33b93e5da</ActivityId>
      <ErrorCode>-2147220946</ErrorCode>
      <ErrorDetails xmlns:d2p1="">schemas.datacontract.org/.../System.Collections.Generic" />
      <Message>The entity cannot be updated because it is read-only.</Message>
      <Timestamp>2019-07-22T06:53:15.9875739Z</Timestamp>
      <ExceptionRetriable>false</ExceptionRetriable>
      <ExceptionSource i:nil="true" />
      <InnerFault i:nil="true" />
      <OriginalException i:nil="true" />
      <TraceText i:nil="true" />
    </OrganizationServiceFault>

    Thanks

    Teresa

  • Tessacq Profile Picture
    Tessacq 293 on at
    RE: Unlock field on active quote using a BR does not work for non adminsitrators users

    Hi Rajesh

    The fields are two custom fields we have added to the quote entity. One is a No/Yes option set and the other is a date field. I have copied the error log on my other reply

    Thanks

  • Rajesh Chungath Profile Picture
    Rajesh Chungath 465 on at
    RE: Unlock field on active quote using a BR does not work for non adminsitrators users

    Hi Teresa,

    Please update what are the fields are unlocked to edit?. Also please share the error log.

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,872 on at
    RE: Unlock field on active quote using a BR does not work for non adminsitrators users

    Hi Teresa,

    This is by design.

    To comply with GDPR, we’ve made it possible to edit read-only records in Dynamics 365 for Sales.

    However, only the system administrator is allowed to update read-only records, and other users are not allowed to do so.

    Please refer to this official document about Dynamics 365 for Sales and GDPR:

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/dynamics-365-sales-gdpr

    This document is out of date, and this sentence is wrong - "In case of quotes, both, a system administrator and a user, can export read-only records and import the updated records back into the system."

    After testing, only a system administrator can update read-only quotes, users can't. I will report this outdated documentation error to Microsoft.

    So if users wants to update the active quote, then they have to revise it.

  • Dilip Kumar - CRM Profile Picture
    Dilip Kumar - CRM 65 on at
    RE: Unlock field on active quote using a BR does not work for non adminsitrators users

    Hi,

    Are you getting any error while saving the form for non-system administrator? If yes could you please tell me the error message.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans