Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Dynamics 365 general forum / Dialogs - permissions ...
Dynamics 365 general forum

Dialogs - permissions to modify a record when using one.

(0) ShareShare
ReportReport
Posted on by Tessacq 293

Hi

We created a dialog to modify a quote's field while a quote is in status active. This is because there is the business need to allow users updating a custom field without creating a new version of the quote while the quote is in status active.

To solve this problem we created a dialog, the update needs input from the user. When I execute the dialog, I have system administrator and customizer roles, the dialog works and updates the quote (it seems to ignore that it is on Active status). However when an user tries to update the same record using the same dialog he gets an error saying that the record is read- only. I would like to emphasize that we are both trying to update the same record, while it has the same status and that we are both executing the same dialog. I would understand if neither of us can update the quote because it is read - only, however i don't understand why I can update it and other users can't 

0116.Log-dialog.png

The user that is getting the error has a security role that has all privileges to quotes

04406.privileges.png

The quote has as owner the user that is getting the error. 

This is the error log

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: The entity cannot be updated because it is read-only.Detail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
<ActivityId>6f1394a4-a8e1-42b9-b320-4a3856c979c4</ActivityId>
<ErrorCode>-2147220946</ErrorCode>
<ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>The entity cannot be updated because it is read-only.</Message>
<Timestamp>2019-05-15T14:03:00.8946383Z</Timestamp>
<ExceptionRetriable>false</ExceptionRetriable>
<ExceptionSource i:nil="true" />
<InnerFault i:nil="true" />
<OriginalException i:nil="true" />
<TraceText>
[Microsoft.Xrm.Sdk.Workflow: Microsoft.Xrm.Sdk.Workflow.Activities.UpdateEntity]
[UpdateStep6]

</TraceText>
</OrganizationServiceFault>

Could someone please help me?

Thanks

Teresa

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Dialogs - permissions to modify a record when using one.

    Hi Teresa,

    I'm very happy to hear that you have resolved your issue and also thanks for sharing your solution :)

    Best Regards,

    Leo

  • Tessacq Profile Picture
    Tessacq 293 on at
    RE: Dialogs - permissions to modify a record when using one.

    Hi

    Ended up using a different solution. My objective was to allow users to edit a custom date field while the Quote was Active. Because the user needs to be able to enter data, workflows were not an option. With Business Process had the same problem that the field is read only. I end up using a Business Rule to unlock the field while it is Active, that way I won't need the dialog.

    Thanks

    Teresa

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Dialogs - permissions to modify a record when using one.

    Hi partner,

    It's a hard work to find out which permission is needed. I've found on the web and it showed that "Dialogs are deprecated as of the July 2017 update to be removed in a future major release and are replaced by mobile task flows (available as of the December 2016 update), and business process flows. "

    https://crmbook.powerobjects.com/system-administration/processes/dialogs/

    In addition, do the users have the permissions to run workflow in your instance? If you really want to use dialog, you could try to give them enough permissions of Customizations.

    But I still recommend to use BPF or workflow instead.

    Hope it helps.

    Best Regards,

    Leo

  • Tessacq Profile Picture
    Tessacq 293 on at
    RE: Dialogs - permissions to modify a record when using one.

    Hi

    Thanks for your answer. I tried that but did not help. The security role of the user looks like

    Permissions.png

    but I am still receiving the same error. However when I give the user the role System Administrator he can run the dialog and update the Quote while it is Active. I would like to know which privilege is  making the difference here. Any other ideas?

    Thanks

    Teresa

  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Dialogs - permissions to modify a record when using one.

    Hi partner,

    As we know, dialog is a type of process in D365.

    I suggest that you could consider to give the user some permissions of process like "process session" under "Customizations" and try again.

    community437.png

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/process-categories

    According the Doc provided by Microsoft, we could see that the entity "process session" stores information of Dialog.

    I'm sorry that I have no condition to do the test now, but I think it's worth trying.

    Hope it helps.

    Best Regards,

    Leo

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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans