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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Locking order editing ...
Microsoft Dynamics CRM (Archived)

Locking order editing of certain fields based on stage of workflow (or user input)

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Posted on by Hanno 138

We have created a more elaborate order workflow adding several custom fields for approvals by managers based on order value. These change a custom order status.

What I need is to lock some order fields (prevent editing) when a certain status is reached but keep others unlocked. For example editing products, prices, customer name is not allowed while shipping info can be edited.

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  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi Mohamed,

    You can create custom fields (one or multiple, it will identify current workflow stage) which can be updated from workflow to get workflow stage and then you can have script on entity form/or business rule which can enable/disable fields based on the corresponding values from that custom fields.

  • Hanno Profile Picture
    Hanno 138 on at

    Thank you Mahender. This was helpful but how can I lock the fields in the product grid in the order form. They are not under Order/Fields

  • Hanno Profile Picture
    Hanno 138 on at

    I tested your instructions by creating a business rule that checks a field and locks certain fields if it has certain values but it is still allowing users to change these fields (field security is enabled). Does the system give priority to field security profile over field locking business rules?

    Also, some fields like the order name field have security disabled and cannot be changed.

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    No, it should not allow user edit, please recheck your business rules. Also to get fields from order line items you need to query order line item entity based on order id and you need to do this using java script. You can't do this in business rules. Business rule will only allow you to use current entity fields.

    Hope it will help.

  • Hanno Profile Picture
    Hanno 138 on at

    I don't need to lock individual fields. Isn't there a way to at least lock the edit for the whole grid through a business rule ?

  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    No, you can't

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