How to stop a user not to edit or attach documents based on a form field value

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Posted on by Shaik Microsoft Employee

Hi Experts,

We have a requirement not to allow user to edit or attach documents to a custom Entity based on form field condition, in other conditions he should be able to attach documents. I tried to disable the Notes section using JavaScript but its not working. Any ideas/suggestions

Thanks,

Shaik

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Aric Levin - MVP 30,190 Moderator on at

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There is no real way to disable the notes control in a supported way.

The options that you have are as follows:

- Hide the section where the notes reside based on the value of the field.

- Add a pre-operation Create/Update message to the Notes (annotation) entity, and check for the value of the field. Based on that value, you can throw an exception if the user tries to Create/Update a note and should not.

Good luck.

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RaviKashyap 55,410 Moderator on at

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Hi,

You cannot hide the notes control but you can hide the section under which you have placed the notes control.

Something like this-

Xrm.Page.ui.tabs.get("tabname").sections.get("sectionname").setVisible(false);

Hope it helps.

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ashlega 34,477 on at

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Not sure if you want to actually hide the notes, or if you just need to stop users from adding more notes..

For hiding, Ravi and Aric have covered it (javascript)

As for preventing the users from adding more notes/doing anything with the existing notes, the simplest no-code solution might be to create a real-time workflow: register it on the note entity, check the conditions, then add "stop workflow" step (use "cancelled" status) and specify the message you want to display in the properties of that workflow step

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prt33k 6,907 on at

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Not a clean way of doing it however you can throw error whenever use try to upload attachment and if the required field is has certain value using a plugin. Just write a plugin on attachment create and check if the parent field is set to certain vlaue then throw exception.

The other way will be to have two seperate form - one with Notes tab and one without the tab. You need to swtich the form based on field value but then this is also not very secure and cause flicker.

Thanks,

Prateek

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