Hi all,
When I create quote from opportunity as shown below
whenever I select this field. I need to disable opportunity field field as shown below
for all except administrator. How can I do that?
Thank you
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Hi Abdul,
Based on your last comment you need to write Javascript for check whether Opprtunity field have value or not. If Opportunity field is having value then make it as disable.
if(Xrm.Page.getAttribute("fieldname").getValue()[0].id!=null){
Xrm.Page.getControl("fieldname").setDisabled(true);
}
I have a condition, whenever Quotes's opportunity field (a field on Quote's form) having opportunity. The field Type on opportunity form disabled for all except system admin.
Thank you
Hi Abdul,
Step 1: Go to settings>>Customization>>Customize the system>>Expand Entity>>Scroll Down to Quotes>>Fields>>Opportunity>> Enable field security>>Save & Publish
Step 2: Go to settings>>Security>>Field Security Profiles
1. System Admin: Since you are the system admin, you get access to this field automatically
Create a new profile for users, whom you want to read this field but not update
Add Users to this Team, all users who should not be able to edit this field
Set security level on the field
Hi Raz Dynamics
I am using crm 2011. May you please explain more.
Thank you
Hi you can do this easily without javascript by creating a different form for administrator that allows access to this field.
The users form can have a specific business rule to lock the field and set the scope to the form. Or You can remove the from their form, enable security roles for the specific form, so they dont have access to the admin form.
Hope that helps?
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