How might you record lock an entity instance based on a particular state.

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Posted on by JackAll

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How might I, for example, lock a particular account record based on its status from another field in account - such that either i can't delete it or update it. Yet its still active?

Thanks

Stuart

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Mahendar Pal 45,095 on at

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Hi,

You can control it though code, you can have pre update and pre delete workflow/plugin which can validate your required, and can throw error which will cancel update/delete operation, so it won't let anyone update/delete account record.

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Kokulan 18,054 on at

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You can have a plugin that prevents deletion or update based on status or any field value - This prevents the update or delete at the server level.

And then if you want to have the fields to be read only on the form, you will have to have a script / business rule to lock all the fields.

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JackAll 330 on at

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Thanks, Yes a plugin would be one way.

Howevers is there not a feature within vanilla Dynamics that offers this protection?

When an entity is inactive then it can't be updated - that's part of the way there.

I'm assuming the business rule would be the better way if it can do everything.

Perhaps mixed with user level security so you can only delete your own items, and then only if they are not at a certain state.

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RaviKashyap 55,410 Moderator on at

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Hi,

Depends upon requirement, if you requirement is "can only delete your own items" then security role is the best. Otherwise you can surely write BR based on your custom business requirement.

Hope this helps.

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gdas 50,091 Moderator on at

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In addition you can also create workflow -

Have a look below article

nakedcrm.wordpress.com/.../using-workflows-to-validate-records-to-prevent-creates-updatesassign-and-deletes

To see the UI field lock business rule is the best options..

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