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Prevent users from deleting Timeline Attachment

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Posted on by 8

Hi All, 

We show timeline on each contact record, where we attach documents generated via a workflow, i noticed users are able to delete these attachments. 

Question is: How can i prevennt users from deleteing these attachments. 

I have checked and none of the security role has got DELETE privilege on the notes, activity, also nothing timeline:

pastedimage1657638305442v1.png

pastedimage1657638335477v2.png

pastedimage1657638365873v3.png

What else can i check and do to prevent them from deleting. 

Thanks,

PS

  • PS10 Profile Picture
    PS10 8 on at
    RE: Prevent users from deleting Timeline Attachment

    Hi Leah,

    Thank you so much for taking time to answer my query, i have tried a few options for trigger but nothing fits in the situation i am working for, will look out more, thanks.

    Thanks,

    PS

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Prevent users from deleting Timeline Attachment

    Hi PS10,

    Maybe you can try to select another field when you set trigger:

    pastedimage1660898670584v1.png

  • PS10 Profile Picture
    PS10 8 on at
    RE: Prevent users from deleting Timeline Attachment

    Hi Leah Ju,

    I tried with owner as execution of the flow didnt work, logic seems to be right but problem is getting the workflow triggered, for some reason it doesnt take file size a s a change and doesnt trigger.

    Thanks,

    PS

  • Ram Prakash Profile Picture
    Ram Prakash 2,285 on at
    RE: Prevent users from deleting Timeline Attachment

    Hi,

    Please check the following items

    1. Check which teams you are in and cross check the security role.

    2. If its good, as per oob behvaiour it will avoid it to delete else you can create Plugins to achive the same.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Prevent users from deleting Timeline Attachment

    Hi PS10,

    You can try to select 'the owner of the workflow' and make the workflow owner is administrator, then test again:

     pastedimage1658124502241v1.png

  • PS10 Profile Picture
    PS10 8 on at
    RE: Prevent users from deleting Timeline Attachment

    ...pastedimage1657881597975v4.png

  • PS10 Profile Picture
    PS10 8 on at
    RE: Prevent users from deleting Timeline Attachment

    Hi Leah Ju,

    For some reason, I am unable to paste the image, tried various ways and i know i have been able to do so in past :(

    Thanks,

    PS

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Prevent users from deleting Timeline Attachment

    Hi PS10,

    Could you share screenshots of your workflow?

  • PS10 Profile Picture
    PS10 8 on at
    RE: Prevent users from deleting Timeline Attachment

    Hi Leah Ju,

    Thank you for replying, seems a very feasible solution but unfortunatley the workflow is not working for me, i tried bot equal and greater than equal to 0 in the condition as it was not very clear and both let the user delet the atachment.

    I cannot write a plugin so cant comment on that.

    Thanks,

    PS

  • PS10 Profile Picture
    PS10 8 on at
    RE: Prevent users from deleting Timeline Attachment

    Hi Bipin,

    None of the security role has got delete permision.

    Thanks,

    PS

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