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Microsoft Dynamics CRM (Archived)

How to mask the value in crm form field.

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Posted on by 2

Hello All,

I want to simply mask the textbox values but internally they need to be saved as an actual value.

can anyone help me in resolving this.

*This post is locked for comments

  • EmployeeOcta Profile Picture
    EmployeeOcta 2 on at
    RE: How to mask the value in crm form field.

    Hello Alex,

    I think you are correct the ispassword is not working as expected.

    also i have tried with field security profile but in my case there are third party application which uses this username and password.

    so if i don't give the permission for read the third party application will not be working as expected.

    I think we must use the plugin solution only.

  • ashlega Profile Picture
    ashlega 34,477 on at
    RE: How to mask the value in crm form field.

    Hi,

     I don't think isPassword is, actually, going to work as expected. There is a screenshot I posted at this url:

    www.itaintboring.com/.../masked-fields-in-dynamics-365

     Just scroll almost all all the way down there - you'll see what I mean.

  • EmployeeOcta Profile Picture
    EmployeeOcta 2 on at
    RE: How to mask the value in crm form field.

    Hello Experts,

    Getting below error after including  IsPassword tag and trying to import the solution.

    The import file is invalid. XSD validation failed with the following error: 'The 'IsPassword' element is invalid - The value 'True' is invalid according to its datatype 'www.w3.org/.../XMLSchema:boolean&; - The string 'True' is not a valid Boolean value.'. The validation failed at: '...ssmode" disabled="false" /></cell><cell showlabel="true" colspan="1" id="{04277ce1-f208-4e5c-9f54-8c29eac9dc48}"><labels><label description="" languagecode="1033" /></labels></cell></row><row><cell auto="false" showlabel="true" locklevel="0" rowspan="1" colspan="1" id="{90c4f2cf-5933-4338-a791-119227fc1df1}"><labels><label description="License Type" languagecode="1033" /></labels><control id="caltype" classid="{3EF39988-22BB-4f0b-BBBE-64B5A3748AEE}" datafieldname="caltype" disabled="false" /></cell><cell showlabel="true" colspan="1" id="{9438e1c1-f30b-43eb-8204-59996ef65dd0}"><labels><label description="" languagecode="1033" /></labels></cell></row><row><cell id="{19c3261a-9710-667d-6472-7d3d8cabd3cd}" showlabel="true" locklevel="0"><labels><label description="UserName" languagecode="1033" /></labels><control id="new_username" classid="{4273EDBD-AC1D-40d3-9FB2-095C621B552D}" datafieldname="new_username" disabled="false"><parameters><IsPassword>True</ <<<<<ERROR LOCATION>>>>> IsPassword></parameters></control></cell><cell id="{db319206-8785-21be-4dc1-3a0b535ee7c6}" showlabel="false"><labels><label description="" languagecode="1033" /></labels></cell></row><row><cell id="{dac6c24c-cb42-8d45-c774-0bc8bd0a8ec7}" showlabel="true" locklevel="0"><labels><label description=" Password" languagecode="1033" /></labels><control id="new_password" classid="{4273EDBD-AC1D-40d3-9FB2-095C621B552D}" datafieldname="new_password" disabled="false"><parameters><IsPassword>True</IsPassword></parameters></control></cell><cell id="{7adca6c9-04a6-c94c-98b9-8175d944cb67}" showlabel="false"><labels><label description="" languagecode="1033" /></labels></cell></row></rows></section></sections></column><column width="50%"><sections><section name="e-mail configuration" showlabel="true" showbar="true" locklevel="0" id="{213541fd-4665-46d1-b0a3-095de74a8f17}" IsUserDefined="0"><labels><label description="E-mail Access Configuration" languagecode="1033" />...'."</

  • EmployeeOcta Profile Picture
    EmployeeOcta 2 on at
    RE: How to mask the value in crm form field.

    Hello Experts,

    I have reached as per hierarchy till the above mentioned location.

    FormXml/forms/systemform/form/tabs/tab/columns/column/sections/section/rows/row/cell/control/

    Now not able to find /parameters/IsPassword

    do i need to manually create the above two or do i need to only create IsPassword.

  • ashlega Profile Picture
    ashlega 34,477 on at
    RE: How to mask the value in crm form field.

    Yes, but I have no idea who you are:)) Spam, I guess.. "mark as spam"

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to mask the value in crm form field.

    Thanks, Alex. This works for us. We appreciate it.

  • ashlega Profile Picture
    ashlega 34,477 on at
    RE: How to mask the value in crm form field.

    It has to be under the "control/parameters" tag, not under the "attribute" tag. The path would look like this, in the end:

    FormXml/forms/systemform/form/tabs/tab/columns/column/sections/section/rows/row/cell/control/parameters/IsPassword

    Step #5 if you look at the page Saad was referring to.

    Still, this won't cover advanced find at all, and that's a manual change.. field security might be just eaiser/more straightforward in that sense

  • EmployeeOcta Profile Picture
    EmployeeOcta 2 on at
    RE: How to mask the value in crm form field.

    Hello Alex,

    I am trying to do the Saad's option but formxml tag is not available in the customization.xml

    here again one confusion where to put the ispassword tag now.

    <attribute PhysicalName="new_Password">
    <Type>nvarchar</Type>
    <Name>new_Password</Name>
    <LogicalName>new_Password</LogicalName>
    <RequiredLevel>none</RequiredLevel>
    <DisplayMask>ValidForAdvancedFind|ValidForForm|ValidForGrid</DisplayMask>
    <ImeMode>auto</ImeMode>
    <ValidForUpdateApi>1</ValidForUpdateApi>
    <ValidForReadApi>1</ValidForReadApi>
    <ValidForCreateApi>1</ValidForCreateApi>
    <IsCustomField>1</IsCustomField>
    <IsAuditEnabled>1</IsAuditEnabled>
    <IsSecured>1</IsSecured>
    <IntroducedVersion>1.0</IntroducedVersion>
    <IsCustomizable>1</IsCustomizable>
    <IsRenameable>1</IsRenameable>
    <CanModifySearchSettings>1</CanModifySearchSettings>
    <CanModifyRequirementLevelSettings>1</CanModifyRequirementLevelSettings>
    <CanModifyAdditionalSettings>1</CanModifyAdditionalSettings>
    <Format>text</Format>
    <MaxLength>100</MaxLength>
    <Length>200</Length>
    <displaynames>
    <displayname description="New Password" languagecode="1033" />
    </displaynames>
    <Descriptions>
    <Description description="" languagecode="1033" />
    </Descriptions>
    </attribute>

    This is one of the sample attribute  from the customization.xml

    can you let me know where to put the ispassword tag now.

  • Suggested answer
    ashlega Profile Picture
    ashlega 34,477 on at
    RE: How to mask the value in crm form field.

    Have a look here for a nice example of how it can be done with field security:

    community.dynamics.com/.../field-level-security-update-don-t-read

  • ashlega Profile Picture
    ashlega 34,477 on at
    RE: How to mask the value in crm form field.

    Did you try that ispassword attribute Saad mentioned(I think you have to put it in the xml, not in javascript as you seem to have tried)? It should be supported:

    msdn.microsoft.com/.../gg328396(v=crm.6).aspx

    Although, this will not cover Advanced Find - you'll need retrievemultiple plugin to mask the field there

    It seems you can also use field security ("update" without "read"), but system admins will still be able to see the value

    With all that, you'll need to somehow give permissions to read the data stored in those fields to whoever/whatever needs to read from them(if it works with the field security, that might be a good option then)

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