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Allow access to a single field on an opportunity

Posted on by 5

Hi,

Is it possible to enable write privileges on a single field without enabling field security for all other fields? I want to block write privileges on all other fields for a specific security role/team, preferably without enabling field security on all other fields.

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Allow access to a single field on an opportunity

    Hi rswaans,

    By default, the 'field security' option is 'disabled' for all fields of the opportunity entity.

    If you want to use field level control, you have to enable it for all fields excluding a specific field.

    Maybe you can try to use js to disable/enable one field based on the security role:

    (1)Js Code:

    If current use has the specific security role, lock all controls of the form, then unlock the specific field again.

    function disableField (execContext) {
    
    var formContext = execContext.getFormContext();
    var userSettings = Xrm.Utility.getGlobalContext().userSettings;
    
    //Get Security Roles of the current User
    var securityRoles = userSettings.securityRoles;
    
    //Below is the GUID of the Security Role "Account Manager"
    var securityRoleId = "A39E17FE-12AB-E411-80D9-00155DB98105";
    
    ////No argument returns all controls on the form
    var formControls = formContext.getControl(); 
    
    
    for (i = 0; i < securityRoles.length; i  ) {
    
    //If current User contains the Required Security Role
    if (securityRoles[i].toUpperCase() == securityRoleId.toUpperCase()) 
    {
    
    //Lock all controls
    formControls.forEach(control => {
                    control.setDisabled(true);
                });
    
    //unlock the specific field
    formContext.getControl("description").setDisabled(false);
    }
    }
    }

    (2)Add js as web resource, then add to opportunity form.

    pastedimage1671183397599v1.png

    pastedimage1671183493032v2.png

    Save and publish all customizations.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,321 Most Valuable Professional on at
    RE: Allow access to a single field on an opportunity

    Hello,

    Field Level Security level is tough. I would say the easier way to be writing pre-update plugin and if privileges are not there throw an exception.

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