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Not allowing to Edit a Note RRS feed

  • Question

  • Hi,

     

    I would like to know, if there is any way, where a user can create a note (under notes and activities tab) but not allow him to edit the same once it is created, only thing we nedd to allow is to create a note.

     

    I have tried altering the access levels the security roles, but found that we can either allow the user to create, edit, or it does not allow even creation. i hope i am wrong here.

    Although i am able to restrict delete alone.

     

    Thanks and Regards,

    Bharath V V

    Friday, March 28, 2008 9:41 AM

Answers

  •  

    Hi,

    I was able to Prevent notes from being edited once they are created.

     

    only thing i was required to do was to remove Write permission from Security Roles for the "Note" entity.

     

    I would like to thank all the guys for the support

     

    Cheers,

    Bharath V V

    Monday, April 14, 2008 9:44 AM

All replies

  • Hi.

     

    You can achieve this by using either unsupported JavaScript or

    1. Create a new tab with an iframe.
    2. Set the Iframe url to: / [Organization name ] /_controls/notes/notesdata.aspx?id=&ParentEntity=4210&EnableInlineEdit=false&EnableInsert=true
    3. Hide the original Notes tab : document.all.tab[ Tab Index <Zero Based> ]Tab.style.display = "none"

     

    Cheers,

    Adi

     

    Friday, March 28, 2008 11:19 AM
  • Hi adi,

    i am getting an error when i tried the code given by you

     

    This is the error stack:

     

     

    Microsoft CRM Unhandled Error Details:

    Stack:

    at System.Web.HttpApplication.MapHttpHandler(HttpContext context, String requestType, String path, String pathTranslated, Boolean useAppConfig) at System.Web.MapHandlerExecutionStep.System.Web.HttpApplication+IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously)

     

    Thanks,

    Bharath V V

    Monday, March 31, 2008 7:24 AM
  • Witch crm version are you running?

    The notes control url was taken from v4.0.

     

    Adi

     

    Monday, March 31, 2008 7:28 AM
  • Hi,

    I am using crm v3.0.

    when i removed the organisation_part of the URL, i was able to see the notes entity.

     

    But i was not able to create new notes.

     

    Thanks and Regards,

    Bharath V V

    Monday, March 31, 2008 7:56 AM
  • Hi

     

    Here is the notes control url in v3.0

     /_controls/notes/notesdata.aspx?id=[ Concatenate ParentID (GUID) Here ]&ParentEntity=4&NotesView=1&EnableInlineEdit=false&EnableInsert=true

     

    You can follow the same instructions as above.

    OR

    Attach to the onclick event of the note tab and assign the iframe src attribute with the link above.

     

    for example:

     

    function OnCrmPageLoad()

    {
         document.all.tab[ Notes Tab Index <Zero Based> ]Tab.attachEvent( "onclick" , OnNotesTabClick );
    }

     

    function OnNotesTabClick()

    {
         var notescontrol = document.all.notescontrol;

    notescontrol.src = " /_controls/notes/notesdata.aspx?id=" + crmFrom.ObjectId +"&ParentEntity="crmFrom.ObjectTypeCode + " &NotesView=1&EnableInlineEdit=false&EnableInsert=true";

    //Next click on the notes tab won't fire OnNotesTabClick

    document.all.tab[ Notes Tab Index <Zero Based> ]Tab.detachEvent( "onclick" , OnNotesTabClick );

    }

     

    OnCrmPageLoad();

     

    Cheers,

    Adi

     

    Monday, March 31, 2008 8:28 AM
  • Hi adi,

     

    when i use the URL provided by you in IFrame, i am not able to create any new notes when i click on create new note link.

    where as when i enter the same url by appending the servername in my explorer(not in CRM), i am able to create new notes.

     

    Thanks,

    Bharath V V

    Monday, March 31, 2008 1:48 PM
  • HI.

     

    MS Totally disregards this parameter in v3.0, indeed this does not work.

    Not much you can do about it, I'm afraid.

     

    Cheers,

    Adi

     

    Monday, March 31, 2008 11:52 PM
  •  

    Dear,

     

    See rollup update 2,  you have to write code to write note on click in iframe.

     

    You can do custom development with iframe to add notes as you want.

     

     

    Regards,

    Imran

     

    http://microsoftcrm3.blogspot.com

     

    Monday, April 7, 2008 12:27 PM
    Moderator
  •  

    Hi,

    I was able to Prevent notes from being edited once they are created.

     

    only thing i was required to do was to remove Write permission from Security Roles for the "Note" entity.

     

    I would like to thank all the guys for the support

     

    Cheers,

    Bharath V V

    Monday, April 14, 2008 9:44 AM