Hi!
I was wondering if I could lock fields or notes or documents but not change the security roles. Like when you create a note you can choose whether you want the not to be locked so no one can modify it or not so other people can modify it. I do not know if this is possible?
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You are able to lock fields using JavaScript or Business Rules, but you can't lock notes/documents without modifying security role. You can however hide them if you want to.
To Disable a field in JavaScript:
Xrm.Page.getControl(attributeName).setDisabled(true);
To hide a section in JavaScript:
Xrm.Page.ui.tabs.get(tabName).sections.get(sectionName).setVisible(false);
Hope this helps.
Hi Egcoons,
You would need to create field security profiles to lock the field - see this for reference www.powerobjects.com/.../enhanced-field-level-security-features-for-crm-2015
Not locked documents but i suspect this might be administered in SharePoint.
I hope that helps
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