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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Editable fields on rea...
Microsoft Dynamics CRM (Archived)

Editable fields on read only records

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Posted on by Community Member

Hello,

I have some data, which is because of a seurity role read only. However, some fields can be edited. Moreover, when I try to save the record I get an error "Insufficient Permissions". 

Has someone an idea why I can edit the fields?

The fields are also in a business role which lock and unlock filds. Could that be a reason? What can I do that the fields can't be edited anymore if the record is read only?

Thanks in advance

Amber

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  • Community Member Profile Picture
    Community Member on at

    Hi Amber

    By default the CRM block read only editing (even forcing interface change). I think that you have two choices:

    1: Reactive the register (depend that entity allow this), edit and lock this again.

    2: This is not the correct approach but you can edit directly on database using a application called by the CRM interface and customized by you.

  • Community Member Profile Picture
    Community Member on at

    Hi Joao José Suiter Junior,

    thank you for your Response. :-)

    However, I don't want to edit the records. I want to make sure that no one can change the records. Do you also have an idea how I can make sure that the records who are read only are really read only.

    I found out that, the cause why the fields are not read only is because there are Business Rules who lock and unlock the fields. However, the security Roles should have a higher priority than the Business Rules.

    Thanks in advance,

    Amber

  • Suggested answer
    Wouter Madou Profile Picture
    Wouter Madou 3,392 on at

    I would create a duplicate form of your original one and assign that to the security roles of the read-only ones.

    Assign all other needed (edit/create) roles to the original form and set the scope of your business rules to only the origal form.

    Now read only users will no longer trigger your business rules.

  • Community Member Profile Picture
    Community Member on at

    I think in two possibilities:

    1. Use de CRM resource to inactive the register (to lock it) and user the Ribbon Workbenck to remove the form button.

    2. Customize a status reazon in active status and customize the plugin to doen't allow changes (forcing a exception by example) after the register in this new state.

    The Wouter approach is a good idea too.

  • Wouter Madou Profile Picture
    Wouter Madou 3,392 on at

    Hi Amber,

    Any update on this?

    Did you manage to implement this?

    Regards,

    Wouter

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