Dynamics Community Forum Thread Details

Editable Grid for roles

Hi All

I would like to setup that some of user can use Editable Grid, and another user cannot use in same form. Can I setup it in Dynamics 365 for Sale?

Thanks

Categories:

Quotes / Orders / Invoices

Hi partner,

Roles? Do you mean security roles?

Maybe you can create two sub-grids in the same form, one is editable gird, another is read-only grid.

Then you can use js code to show or hide them based on current user's security role.

1.Check security soles of current user:

 // Get User Roles
    const userRoles = Xrm.Utility.getGlobalContext().userSettings.roles;

https://ajitpatra.com/2020/09/11/d365-ce-get-logged-in-users-security-roles-using-javascript/

2.Hide or show sub-grid:

formContext.getControl(‘Subgrid_consultations’).setVisible(false);//Hide Subgrid
ormContext.getControl(‘Subgrid_consultations’).setVisible(true);//Show Subgrid

https://dynatecon.com/2022/05/04/show-and-hide-subgrid-based-on-field-value-using-javascript-in-ms-dynamics-365-crm/

I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
Regards,
Leah

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