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Customer experience | Sales, Customer Insights,...
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How to lock editable grid which is placed in CRM dashboard?

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Posted on by 17

I have enabled editable grid option in crm dashboard to enable 'filter by' option in the view.  This grid is allows users to edit the data in directly in the dashboard which we want to restrict them to edit it.I have tried using webresource in editable grid control in the entity level 'onrecord' select which is locking the fields in the homegrid but not in the dashboard. Is there any workaround option to lock the fields in the dashboard editable grid?

  • Dhanabal Sun Profile Picture
    17 on at
    RE: How to lock editable grid which is placed in CRM dashboard?

    Thanks Bipin for your prompt response.

    I'm using editable grid option. I cannot able to save the dashboard using with template editable grid, Getting error while saving the dashboard

  • Suggested answer
    Bipin D365 Profile Picture
    28,981 Moderator on at
    RE: How to lock editable grid which is placed in CRM dashboard?

    Hi,

    I see two controls names as Template:Editable Grid and Editable Grid. Which one are you using?

    CR98.PNG

    Have you tried using Editable Grid instead of Template:Editable Grid?

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

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