Prevent users from deleting Timeline Attachment

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Posted on by PS10

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:

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

Thanks,

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Bipin D365 28,983 Moderator on at

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RE: Prevent users from deleting Timeline Attachment

Hi,

Check if user is part of any Team and Team has security role assigned which has the privilege to Delete Notes.

Also, can you please remove Delete permission from Contact to see if it works.

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RE: Prevent users from deleting Timeline Attachment

Hi PS10,

By attachments do you mean the attachments in the notes?

If so, you can refer the following link to write a plugin on pre-create of Note:

Restrict Delete of Note attachment in Dynamics 365 if user is having missing Delete privilege on Note record. - Debajit's Power Apps & Dynamics 365 Blog (debajmecrm.com)

Or you can use a real-time process to block attachments deletion:

Create a real-time workflow on Notes entity to throw an error if File Size is zero (this means file is removed).

Here are the steps to follow:

1.Go to Advanced Settings -> Processes to create a new Workflow (Realtime) for Note entity.

2.Set trigger--Update (before): select File Size field.

3.set condition--if Note Size is greater than 0 and step--Stop Workflow as Cancelled (set error message in properties)

4.Save and active it.

Test:

delete the attachment and save it

The following error will appear:

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PS10 8 on at

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RE: Prevent users from deleting Timeline Attachment

Hi Bipin,

None of the security role has got delete permision.

Thanks,

PS

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PS10 8 on at

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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

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Community Member on at

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RE: Prevent users from deleting Timeline Attachment

Hi PS10,

Could you share screenshots of your workflow?

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PS10 8 on at

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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

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PS10 8 on at

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RE: Prevent users from deleting Timeline Attachment

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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:

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Ram Prakash 2,287 on at

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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.

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PS10 8 on at

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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

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