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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Locking notes, fields,...
Microsoft Dynamics CRM (Archived)

Locking notes, fields, documents.

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Posted on by Community Member

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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  • Jay2014 Profile Picture
    Jay2014 on at

    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

  • Suggested answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    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.

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