Field Security Profile error when trying to change Currency field

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Hello helpful people.

I need some assistance with how to change the permission that are set for a field I have in our Company Information page.

When a user adds a new Company they can enter all details about the new client fine.

We have a currency field which allows the user to select the correct currency for the client (see image below).

The user is able to select the correct currency and save the new client record.

4848.Image1.png

The problem we have is if another user opens up an existing client and tries to change the currency used we get the following error

6014.Image2.png

If I am logged in as an administrator we don't get this error so I suspect I need to make a modification to this field or add users into a particular security group.

How do I find out what the permission is for this field and how do I make the necesary changes so that users can update this field.

Thanks for your time

Steve

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Dhaval mistry 810 on at

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Can you assign all currency record to administrator?

Can you check access on currency entity "append" & "append to"?

Please mark suggested answer if it helps you! Thanks

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Community Member on at

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Sorry my skill level with Dynamics is fairly low so I don't know what you are referring to.

If I am logged on as an administrator I am able to edit the form in question and can edit the Currency field.

In this window I see a number of tabs (Display, formatting, Details, Events and Business Rules).

I am also able to go into Settings, Customization, Customize the System, Entities and in here I can see the Currency field.

Where should I be looking to check this append option?

Steve

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Dhaval mistry 810 on at

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Open respected security role

Setting -> Security -> Security Role

Select the role from the role list which user is assigned.

Other option to open security role

Go to respected user -> move to security role view -> open security role.

See below option selected

Above green means you have access on currency to append or append to any other entity.

Check above solution and let me know if you still face any issue.

Please mark suggested answer if above solution helps you.

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Community Member on at

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Thanks Dhaval.

Your instructions were great and I did notice that not all options were selected. I changed this an logged back on but still have the same error.

I noticed that you could download the error log.

This is what it says

User with ID 1bcef798-518e-e511-80d0-0050569d01e6 does not have Update permissions for the openrevenue attribute in the account entity. The accountid of the record is 0224fb08-4b4f-e411-a0ca-000c29e8f6c6Detail:

I cant seem to find the openrevenue attribute.

Any help would be appreciated.

Thanks

Steve

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gofa 52 on at

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Here you can find the explanation and workaround for your Problem.

http://cternek.mscrm-addons.com/Blog/Post/9/Does-not-have-update-permission-for-the-openrevenue-attribute

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Community Member on at

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This has nothing to do with security roles, and nothing to do with append or append to rights, but exactly as the error message says, you need to add the users to a Field Security Profile that gives them permissions for this particular field.

It sounds like they have "Create" permissions but not "Update".

Either change the profile to grant both permissions, or use a second separate profile to do this. Ideally assign Field Security Profiles to a Team and then it is easy to administer by adding users to / removing from a Team.

If you search for "field security profile" you will find loads of articles and documentation on the steps to go through to set this up. Or ask the person that made the field secure in the first place (no fields have field security out-the-box - someone has configured this on purpose).

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Community Member on at

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Thanks Adam.

I will do some reading on Field Security Profiles and hopefully find a resolution.

I did look at the properties of the field in question and it doesn't look as though Field Security is set so maybe its not the issue. The field uses a lookup. Could this be the issue.

Here is a screen shot of the field properties.

Thanks for your time.

Steve

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Community Member on at

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Sorry, I missed the first screenshot.

If you create a record and set the currency, but *don't* set any values in any currency value fields on the form, does the second user still get the same problem?

I suspect the security is actually on another field that stores a value, and when you change currency it is trying to update these in some way.

If you create a new Field Security Profile, even before you do anything with it you will see that it has a list of all secure fields in the system, so this might help you figure out which field is causing the error.

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So what I have found is that if you create a new client from scratch then you can select a currency from the pull down list and the record saves fine.

If another user logs on and tries to update this field to another currency the currency list appears and the user is able to select a new currency but they cant save the record.

I went into Field Security profiles and it looks pretty empty

Any more ideas?

How do you find out if this field updates another field. I had a look at Events and Business rules for this field and its empty.

Thanks once again

Steve

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Changing currency will update all the currency value _base fields for the record (eg AnnualRevenue_Base), but funnily enough you can't apply field security to those, exactly to avoid this sort of problem. Exchange Rate too, bua again I would expect that to be one that you cannot secure.

If you open the System Administrator FLS profile, or the Test one, does it list the fields that are secure in the system?

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