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CRM 2011 - Add "Existing Records" to a subgrid

Proposed Answer CRM 2011 - Add "Existing Records" to a subgrid

  • Tuesday, December 04, 2012 9:37 PM
     
     
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    Hi,

    I added a "Territory" entity subgrid to the Case form.  However for users with a certain security role the "Add existing" records button is not enabled on the territories ribbon (i.e. when they click on the territories subgrid on the Case form). This is true even though the security role has the append and append to enabled for the territory entity and the case entity. However when i enable the write privilege the button is enabled. But we do not want to give edit access to these users. Any suggestions and is this the intended behavior? Thanks.

     

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  • Wednesday, December 26, 2012 11:28 AM
     
     Proposed Answer
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    Hi Sandeep,

    As per the scenario mentioned above yes this is an intended behavior of crm and you can give write privilege (user level) to enable add existing records to the grid if you want to restrict the user from editing (updating) the record you can write a javascript to check the security role on load of the entity and disable save functionality.

    Regards Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question. Sushant Sarkar Microsoft CRM Dynamics Engineer

    • Proposed As Answer by Sushant Sarkar Wednesday, December 26, 2012 11:28 AM
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