Bulk Edit Button Disable

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Posted on by Community Member

Hi,

I want to hide bulk edit button for a specific user. But that user should have the permission to edit the record. When I select 1 record in home view, 'edit' button needs to show. But if I select more than 1 records, the 'edit' button should hide.

Please Advise Me.

Thanks and Regards,
Gokul K

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patrickibew 5 on at

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RE: Bulk Edit Button Disable

The bulk edit button is located in the upper right corner of your CRM. Prior to using this tool, you must first enable it by clicking on the Settings icon (it looks like a gear) and then selecting Bulk Edit Top Buttons at the bottom of the pop-up box. I will visit resumes planet source to get help in my research paper. Once enabled, click on the Bulk Edit checkbox to display all of your available buttons.

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Community Member on at

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RE: Bulk Edit Button Disable

Thanks Ambar and Aric..

I have done this task by writing enable rule (custom javascript code).

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Aric Levin - MVP 30,190 Moderator on at

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RE: Bulk Edit Button Disable

Just checked the Edit command. It has a Bulk Edit Display Rule. You can probably disable/remove that rule (do it only from the command in case you need it later), and it will not allow Bulk Edit for the entity, or you can add additional display/enable rules if necessary to change your logic.

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gupta.ambar2009@gma... 797 on at

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RE: Bulk Edit Button Disable

Hello ,

Please check if you can write enable rule to hide and show button for your specific case.

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Aric Levin - MVP 30,190 Moderator on at

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RE: Bulk Edit Button Disable

Not this way. Bulk Edit is a global permission.

There are other ways around it though.

One is on the lead entity, you can customize the Edit button to only show on single selection, and not on multiple selection (using Ribbon Workbench), or based on privilege as well.

The other option, is that the Bulk Edit is a special form, so you can write JavaScript code on the form load to disable all the fields on the Bulk Edit form, so that it cannot be modified.

Both of these options can work for you depending on your exact needs.

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Community Member on at

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RE: Bulk Edit Button Disable

Can I do the same only for lead entity.?

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Aric Levin - MVP 30,190 Moderator on at

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RE: Bulk Edit Button Disable

The Bulk edit permission is a security role permission, that you can enable or disable. If you want to disable for only one user, that user should belong to a security role that does not have permission for Bulk Edit.

You can modify the Bulk Edit, by going to Settings -> Security, clicking on the Security Role that the user belongs to, click on the Business Management tab, and under Miscellaneous Privileges on the right side, you will see Bulk Edit permissions.

If you need you can create an Add-On role called Bulk Edit with that enabled, and assign it to the users that actually do need permissions to Bulk Edit

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