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Plugin restriction to edit majority of fields on the form allowing only few for a security role

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Posted on by Community Member

When a user with specific security role try to modify values on the form apart from couple of fields which are to be excluded, CRM should not allow it. I am using pre-operation update plugin for this. I am getting the security role in the plugin as expected. However, I am facing issue writing the condition for certain fields(7) to updated fine but if any other fields for the context are updated throw alert.
The reason I am using plugin is to be able to apply same restrictions when required user try to modify data for the entity via bulk edit or import.

Please suggest.

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meelamri 13,216 User Group Leader on at

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RE: Plugin restriction to edit majority of fields on the form allowing only few for a security role

Maybe I'm wrong about the implementation. But the general idea is explained in my code which could work after your debugging

A synchronous workflow can also be the cause of the problem. Debugging can help us to implement the right code.

Please add some tracing and check what attribute throw the exception.
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RE: Plugin restriction to edit majority of fields on the form allowing only few for a security role

Yes Mehdi, tried with pre-validation as well. Did not throw exception as expected
meelamri 13,216 User Group Leader on at

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RE: Plugin restriction to edit majority of fields on the form allowing only few for a security role

Hi Sharma,

Did you register the plugin in pre-validation? Try to debug using ITracingService.
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RE: Plugin restriction to edit majority of fields on the form allowing only few for a security role

Hi Mehdi,

Thanks for your support.

Tried with your code snippet, however, it is showing alert on these seven fields and the filtered attributes which are checked as part of pre operation and allowing all other fields to be updated.

As the task is reaching deadline, we are currently only applying form restrictions using JS.

Thanks for your time
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meelamri 13,216 User Group Leader on at

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RE: Plugin restriction to edit majority of fields on the form allowing only few for a security role

Hi,

Please refer to my sample code and comments:

Entity target = executionContext.InputParameters["Target"] as Entity; List allowedFields = new List(); //Allow 7 fields allowedFields.Add("name"); allowedFields.Add("telephone1"); allowedFields.Add("tickersymbol"); allowedFields.Add("customertypecode"); allowedFields.Add("industrycode"); allowedFields.Add("ownershipcode"); allowedFields.Add("preferredcontactmethodcode"); //The primary key is always included in the target. //It must also be added. allowedFields.Add("accountid"); foreach (var att in target.Attributes){ if (!allowedFields.Contains(att.Key)) throw new InvalidPluginExecutionException("error"); }
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RE: Plugin restriction to edit majority of fields on the form allowing only few for a security role

Thanks for your quick response Mehdi.

Apart from those 7 fields, all other fields I need to restrict(number would be in hundreds). So, can you suggest a condition to allow editing of those 7 fields but any other fields non editable for that entity.
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meelamri 13,216 User Group Leader on at

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RE: Plugin restriction to edit majority of fields on the form allowing only few for a security role

Hi,

You can check if the target contains the fields you want to restrict.

Entity target = executionContext.InputParameters["Target"] as Entity;

if (target.Contains("fieldExample")){

throw new InvalidPluginExecutionException("your error message");

}