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Microsoft Dynamics CRM (Archived)

Locking fields for Excel import

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Posted on by 665

Hi all

I have a how to question regarding how to lock fields so it is not possible to update them via the Excel online import feature. I tried locking the fields on entity level by using creating a business rule. But when I Export to Excel online it is still possible to change the values of the locked fields and reimport the changes. It seems like a design flaw that this is actually possible.

Any suggestions on how to lock the fields completely?

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I have the same question (1)
  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at

    Hi,

    If you lock the field in the form level it will work in the UI level  only , so go for plugin or workflow.

    If you have few user to check the you can create workflow on change of fields (Select the fields ) and check  modified by user , if its matches then stop workflow .

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