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Dynamics 365 general forum

restrict user to update record from bulk edit screen

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Posted on by 687

Hello Community,

I want to restrict non-admin user to update record from bulk edit screen in dynamics CRM, please suggest me how can we do that.

Regards,

Hardik Chauhan

  • Suggested answer
    Naveen Ganeshe Profile Picture
    3,393 User Group Leader on at
    RE: restrict user to update record from bulk edit screen

    Hardik,

    You are right. You have to put this on Main form.

    Please see the below links for enabling the custom script for Bulk Edit:

    balarajann.blogspot.com/.../enable-field-event-in-bulk-edit-form.html  

  • chauhanhardik Profile Picture
    687 on at
    RE: restrict user to update record from bulk edit screen

    ok Naveen,

    So, the script will be added to main form? please confirm.

    Regards,

    Hardik Chauhan

  • Suggested answer
    Naveen Ganeshe Profile Picture
    3,393 User Group Leader on at
    RE: restrict user to update record from bulk edit screen

    Hello Hardik,

    This is exactly the same you can achieve by the following the blog link I've shared with you. This can be achievable with JavaScript. Check for the Form Type, and if the form Type = 6 (BULK_EDIT), you need to call a function to loop through the Controls Collection of the Form, and disable the controls which you want to. Please try to follow the same link Disallow-bulk-edit.

  • Suggested answer
    James Reinhardt Profile Picture
    222 on at
    RE: restrict user to update record from bulk edit screen

    Fields made read only on the form will be locked in the Bulk Edit form, and form script is not executed on the bulk edit form either. If you only wanted them disabled for bulk edit you could write script to unlock those fields on the form which would execute when a user was looking at a single record. I don't think Business Rules execute on a bulk edit form, you might want to test that out if you don't want to use script to unlock the fields.

    If you need it to be user specific, you would want to create multiple copies of the main form and assign the different forms (with or without locked fields) to the applicable security role.

  • chauhanhardik Profile Picture
    687 on at
    RE: restrict user to update record from bulk edit screen

    James and Naveen,

    you both are right, but what if I just want to restrict for some fields of XYZ entity.

    If I'll remove rights from bulk edit, then it'll be disabled for all entities. I don't want that.

    Regards,

    Hardik Chauhan

  • Suggested answer
    Naveen Ganeshe Profile Picture
    3,393 User Group Leader on at
    RE: restrict user to update record from bulk edit screen

    Hi Hardik,

    To disable bulk edit for a particular security role for all entities, you can simply modify the Bulk Edit privilege under Miscellaneous Privilege on the Business Management Team of the security role.

    0207.pastedimage1569356681451v1.png

    If you want to disable access to Bulk Edit on a particular entity there are a couple of choices that are mentioned in this blog: Disallow-bulk-edit .

    Hope it will be helpful

  • Suggested answer
    James Reinhardt Profile Picture
    222 on at
    RE: restrict user to update record from bulk edit screen

    Bulk edit is a permission in security roles. You can turn it off for all users with a particular role.

    It's located in the Business Management tab, at the bottom under Miscellaneous Privileges in the right column

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