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Customer experience | Sales, Customer Insights,...
Suggested Answer

How to lock fields on form based on roles

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Posted on by 55

How to lock fields on form based on roles

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  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    This is not doable via customization but you can do it using some JavaScript - muralikrishnasabbavarapublog.wordpress.com/.../

  • xxy Profile Picture
    55 on at

    How to lock fields based on roles using userSettings.roles

  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Can you please not create threads that duplicate one another? Here are threads that can help you:

    Here is how you can enable/disable control - docs.microsoft.com/.../setdisabled

    This post describes on how you can check if current users has the specific role using userSettings.roles - www.businessintelligenceinfo.com/.../get-user-security-role-name-from-context-in-dynamics-365-ce

  • Mohsin Ali Profile Picture
    3,634 on at

    You can use field security to secure your field contents to be edited or even you can hide the contents for unauthorized person. Please refer below article:

    docs.microsoft.com/.../field-level-security

    Helpful?? Please mark my solution as verified.

  • thonda Profile Picture
    on at

    Please follow below recommendations from Andrew Butenko and mark them as answer.

  • Suggested answer
    thonda Profile Picture
    on at

    Please follow recommendations from Andrew Butenko and mark them as answer.

  • Suggested answer
    Ayaka Iwai Profile Picture
    on at

    If you uses field level security, the filed won't be accessible except for users who is assigned enough privileges.

    Please check below or we recommend you to raise a support ticket for further investigation if you need further support.

    docs.microsoft.com/.../field-level-security

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