web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Deny Permission to Specific Subjects in Case Form

(0) ShareShare
ReportReport
Posted on by 120

In our CRM 2015 setup, we have a subject hierarchy that Support reps use in Case forms. The top-level category is called "Support", then it drills down to sub-categories, such as "Hardware", "Software", etc. Sometimes, the reps use the top-level "Support" category, but I want to deny permissions from everyone using that in a Case form and force them to use the sub-categories. I know with a business rule inside the Case form, I can present an error message if the "Support" subject is chosen, but the reps can still decline the error and proceed. I'd rather prevent saving altogether if that subject is chosen.

Anyone know how to accomplish this?

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Aiden Kaskela Profile Picture
    19,696 on at
    RE: Deny Permission to Specific Subjects in Case Form

    Hi,

    You can do this was javascript validation or a .Net plugin.

    In javascript, you'd have a form save event that checks the value of the subject and prevents the save (details: msdn.microsoft.com/.../gg334481.aspx)

    That solution wouldn't be foolproof though because you could still edit the records in bulk, since that won't give the form events.

    One way to guarantee they wouldn't be selected in a plugin that runs Pre Operation on create and update of the case. Check which subject is selected and throw an exception in your code. This will give a Business Process Error to the user and you can tell them to change the subject.

    Hope this helps! I'd appreciate if you'd mark this as Answering your question.

    Thanks,

     Aiden

  • Suggested answer
    Inam Profile Picture
    215 on at
    RE: Deny Permission to Specific Subjects in Case Form

    Hi

    You can achieve this without writing any code by creating a real time workflow which will execute on create and if subject is support then throw error message with workflow status cancelled. This will not create case record in this scenario.

    Please mark this verified answered.

    Regards

    Inam

  • BIMalippiatt Profile Picture
    120 on at
    RE: Deny Permission to Specific Subjects in Case Form

    Thanks for both of your replies. Actually, with more trial and error, I discovered some things. No coding or workflow is necessary. I created a Business rule that shows an error if "Support" is the chosen subject. This works as expected and does not allow form Save until that error is resolved. The only reason this didn't work before is because "Support" was the default value set in the Subject field when the Case was created, so the user could leave as is and still save successfully. Then the error would appear after the first save and not allow a second save until resolved.

    As a side note, the error message presentation is quite annoying. In my case, it pops up and blocks proper use of the field. One can't see the subject tree to make a proper selection. See below:

    subject_5F00_error.PNG

    Even if you press Esc or click to a different field, the error comes back as soon as you click the Subject field or try to use the drop-down arrow. Yes, you can scroll with the mouse wheel while the message is presented and it will move with the window, allowing you to see and manipulate the field, but what a pain. I'll have to consider re-designing the form or showing the message on a different field to work around this issue.

  • Verified answer
    Inam Profile Picture
    215 on at
    RE: Deny Permission to Specific Subjects in Case Form

    Hi BIMalippiatt,

    Please note, this solution will work only if user is creating case on CRM UI. If case is being created from external system using service integration then this validation will not occur. In this scenario, you will have to use workflow \ plugin.

    Regards,

    Inam

  • BIMalippiatt Profile Picture
    120 on at
    RE: Deny Permission to Specific Subjects in Case Form

    Noted. That won't apply to us as all Cases are created from the main Case form. Thanks!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
HR-09070029-0 Profile Picture

HR-09070029-0 2

#1
UllrSki Profile Picture

UllrSki 2

#3
ED-30091530-0 Profile Picture

ED-30091530-0 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans