User cannot append an entity to another if he has not write permission

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Posted on by Community Member

Hello,
I have an user that has permissions to append an entity (EntA) to another (EntB).
He can create EntA and associate EntB to it using a lookup field.
He can read EntB and open the form.
EntB form contains a sub grid to associated EntA.
It is not possible associate EntA to EntB directly from that form, it miss the Add button on the sub-grid or the associated grid.
User has to go to the EntA list and here can create a new one and associate the EntB.
This is a lost of time.
If I enable user to write the EntB, form shows the add buttons and user can associate EntA directly from EntB form.
For me it is no sense.
Form should show the add button based on append permission and not based on write permission.
Has someone a workaround to this behavior?

Thank you

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Community Member on at

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ashlega 34,477 on at

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Hi Domenico,

I'm just wondering.. did you give the user "append to" permission on EntB?

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Aiden Kaskela 19,696 on at

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Hi,

I'm not positive, but my guess is you need to adjust the Append & Append To permissions for those entities. I always get confused which is which, but you can easily test it by enabling both options on both entities and verifying the user can add the record in the subgrid.

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

Thanks,

Aiden

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Gopalan Bhuvanesh 11,401 on at

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EntB form contains a sub grid to associated EntA

===================================

EntB - Append To

EntA - Append

We need to apply the privileges as above, please also consider about setting the access levels (User, Business Unit, Parent Child Business Units, Organization) accordingly.

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ashlega 34,477 on at

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Well, "append to" is when you can append other entities "to" the entity. "Append" is when you can append the entity to other ones. Problem is, if you want to append one record to another, you have to give "append" on the one being appended, and "append to" on the one you are appending to. It's not sufficient to just have "append" permission on the entity being appended. I can see how this quickly gets confusing:)

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Community Member on at

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User has permission to append EntA to EntB.

Organization permission.

I have tested the behavior.

If user has WRITE permission to EntB, form has the Add Button.

If user has not WRITE permisison, form does not show the Add Button.

The issue is on form behavior. Because the Add button depends from Append permission and not from Write permission.

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Community Member on at

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Why a Microsoft rappresentative does not answer to this question?

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Aiden Kaskela 19,696 on at

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The forum isn't for Microsoft to answer questions, it's just people from the community trying to help each other out.

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ashlega 34,477 on at

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Sometimes they do, but it's a community forum - not an official support channel.

I was curious if I can reproduce it, though, and I could not - notice how the form is readonly(no permissions for the user), but subgrid "+" button is still there (two entities, organization-owned, read-only permission for ent B, all-permissions for Ent A.. in my case it's all about setting up append and appendto permissions correctly). Not sure if we are on the same versions of CRM - did my test on 2015:

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Community Member on at

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@Aiden, thank you for the answer, I know it is a community forum, but I'm wondering is Microsoft developers read it.

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