CODEWITHSUNDEEP
dynamics-crmdynamics-crm-2013business-rules
Konrad Viltersten
Konrad Viltersten

Reputation: 39058

How to lock a field based on user role?

The old way I've always done it was to trigger a script on load and set the fields to this or that (hiding, locking etc.). But since we got those new, cool, shiny business rules now, I thought I could give them a whack.

The problem is that I can't figure out how to specify a condition based on the current user's role... Where is it hiding?!

Upvotes: 0

Views: 1534

Answers (1)

Guido Preite
Guido Preite

Reputation: 15128

They are not hiding because they don't exist. Business rules have a limited set of capabilities and they can't check the role of the users.

If you just need to lock the field Field Level Security can be an alternative, but for CRM 2013 you can only use on custom fields.

However good old JS + Plugin enforcement is (in my opinion) the preferred way.

Upvotes: 5

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