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Microsoft Dynamics CRM (Archived)

Fields are locked on Editable Grid

Posted on by 65

I have turned on the control for the editable grid on the opportunity entity but I'm not able to edit it.  All of the fields are locked for salesperson role.  It is working for system administrator.

Is I'm missing some permission for salesperson?

Any suggestion.

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Fields are locked on Editable Grid

    To Edit fields in subgrid security role assigned to user need following permissions:

    1) Security Role -> Customization tab -> Entity -> Read Privilege -> Organization level Permission

          2) Security Role -> Customization tab -> Fields -> Read Privilege -> Organization level Permission

        If those privilege are given to security role which is assigned to user then user will be able to access fields in editable grid

    Dhruv Patel.

    Microsoft Dynamic CRM Consultant (MCP)

  • Brekh Profile Picture
    Brekh 190 on at
    RE: Fields are locked on Editable Grid

    If it is to do with just few fields on the Opportunity, it could be to check with the Field security profiles. You need to enable the field level securities and configure the Field Security Profiles.

  • Suggested answer
    antc Profile Picture
    antc 2,909 on at
    RE: Fields are locked on Editable Grid

    Is it a customised Security Role? If so change to original and test.

    Also check "Security Role" on Business Management tab.

  • Minal Salunkhe Profile Picture
    Minal Salunkhe 65 on at
    RE: Fields are locked on Editable Grid

    Yes, If I open the record then I'm able to edit it.

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Fields are locked on Editable Grid

    Hi Minal,

    Can you change the security permission Business Management >> Bulk Edit and verify the issue?

    <Ignore this suggestion, just tested it it doesn't change anything>

    If you open that specific record, then are you able to edit it?

  • Minal Salunkhe Profile Picture
    Minal Salunkhe 65 on at
    RE: Fields are locked on Editable Grid

    Yes, web us selected.

  • shivaram Profile Picture
    shivaram 3,315 on at
    RE: Fields are locked on Editable Grid

    Strange, if he is having Write access then he can edit his own records. While configuring Ediable Grid in Entity level, you selected Web?

  • Minal Salunkhe Profile Picture
    Minal Salunkhe 65 on at
    RE: Fields are locked on Editable Grid

    He has write access. He is not even able to edit his own records.

  • Suggested answer
    shivaram Profile Picture
    shivaram 3,315 on at
    RE: Fields are locked on Editable Grid

    Hi,

    It seems sales person is having only Read access, he don't have Write Access. Check whether sales person role you changed. (By default he will have write access also)

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