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Microsoft Dynamics CRM (Archived)

Allow certain users to unlock a field and edit

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I'm currently working on a problem where I have a case ribbon like so:

[View:https://community.dynamics.com/cfs-file/__key/communityserver-discussions-components-files/117/Temp1.PNG]

In this case ribbon, we have dates that are locked, however at the bottom of the form, I show the same dates here:

[View:https://community.dynamics.com/cfs-file/__key/communityserver-discussions-components-files/117/3326.Temp2.PNG]

What I would like to do is make it so the dates on the bottom are editable by either users with X role or by users who can view the "Admin" version of the form. Is this possible, or by making the fields at the bottom of the form editable, will it also make the fields in the ribbon editable?

If that's the case, is it possible for me to unlock these fields to those who can view the "Admin" form to restrict normal users from changing these dates? I've messed around with the field security profiles but whenever I enable a field for the field security profile it doesn't show up.

Thanks

(Note: When I talk about the admin form, our form has 2 different versions that looks like this in which only sysadmins can access the admin version: [View:https://community.dynamics.com/cfs-file/__key/communityserver-discussions-components-files/117/6131.Temp3.PNG])

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  • Verified answer
    gdas Profile Picture
    50,091 Moderator on at
    RE: Allow certain users to unlock a field and edit

    Hi,

    In dynamics CRM whenever you locked any field in the form it will also locked those field in  BPF as well and this is by designed. Using field level security it is not possible to make lock and unlock . There is two way you can implement this .

    - Using Role Based Forms and BPF.

       No code needed if you go with role based forms and BPF. Using Role based forms  you need to create two forms and two BPF. In one form  and BPF  you need to lock those filed and apply the security role those roles cant access . In second Form/BPF you need to unlock those filed and apply the security role those roles can modify  those field.

    https://community.dynamics.com/crm/b/microsoftdynamicscrmsolutions/archive/2015/07/06/role-based-forms

    - Using JS customization.

     You can make by default those field locked in the form and BPF . Register one JS method in the form onload and get the security role of the login user from context, if  the role is System Admin  or for any other roles  unlock those field.

     

    https://dyn365pros.com/2017/05/01/changes-microsoft-dynamics-365-security-roles-business-process-flows/

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