Restrictions on bulk Edit while updating a specific field.

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Posted on by Turbo Forms

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I created a custom entity, which carries a lookup field for Opportunity. I have also got some background plugins to change status of the Entity depending upon few conditions.

The real problem arrives when the users decide to change the status of these entity records using bulk edit button. I should not allow records with same opportunities to be updated with a specific status Reason. While other status reasons is fine. How can I achieve this? the Popup window when Edit ribbon button is clicked is an OOB popup.

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Patels 5 on at

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RE: Restrictions on bulk Edit while updating a specific field.

Hi Aric,

I did try to add code on form load event but it doesn't work. If I want to achieve using the plugin then how do I do that?
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Aric Levin 30,188 on at

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RE: Restrictions on bulk Edit while updating a specific field.

A couple of options (possibly more):

1. You can set whether or not users have access to Bulk Edit via Security Roles.

In the Business Management Tab under the Miscellaneous Privileges section, see Bulk Edit and make sure that it is not checked.

2. The second option if you don't want to go the Security Role route I using JavaScript.

In your form load event, check the type of form it is. If the form type is BULK_EDIT (type 6), you can write code to disable the controls on the Bulk Edit form.

Hope this helps.