How to look at a field and see if that value of the field matches the name of the logged in user?

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Posted on by USA80

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I have new contract entity that I created which sits below the Account entity. On this new Contract form, I have a field called, "Status". I need only certain teams to be able to create a Contract record. When the status = Active or Expired, I need a way to check to see if the user logged into CRM matches either the Account Rep value field or the Coordinator value field on the Account record. If it does, then they should be allowed to modify any field on the Contract record. if status = Termed, then all fields get locked and no one can edit the record.

Wasn't sure the best way to get this to happen. Any advice is appreciated, thank you.

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RaviKashyap 55,410 on at

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RE: How to look at a field and see if that value of the field matches the name of the logged in user?

Hi,

For the first first "Restrict creation to specifc users", this can be controlled by creating/assigning a security role which has create permission for your contract entity (ensure users are not assigned with any other security role which has create permissions).

www.youtube.com/watch

docs.microsoft.com/.../security-roles-privileges

Second, "Restriction on update to only Account Rep & Coordinator", you can create a real time worlfow, which triggers on change of modified on field, within the workflow check if the modified by is not equal to Account Rep or Coordinator then cancel the workflow and throw error.

community.dynamics.com/.../using-real-time-workflows-to-show-error-messages

Hope this helps.