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changing notes behavior RRS feed

  • Question

  • Hello, I have a requirement from the client to change the notes behavior for an incident.  These are the requirements:

    1. After a note is added don't allow it to be deleted
    2. After a note is added don't allow it to be edited (should be disabled)

    Do you know if these requirements can be supported with the OTB notes control?  If so then how hard is this to implement?

    Monday, March 24, 2014 8:52 PM

All replies

  • Hi,

    1. you can use security role for this. If you remove delete access for the particular user, the user can able to add the notes but he/she can't delete it.

    2.Check this,

    http://msdn.microsoft.com/en-us/library/gg334673.aspx


    VidhiyaM


    • Edited by VidhiyaM Tuesday, March 25, 2014 6:00 AM
    Tuesday, March 25, 2014 6:00 AM
  • Hello

    There is supported way to implement your requirement no. 2, if you are ready for unsupported changes Check this


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    Tuesday, March 25, 2014 6:08 AM
    Moderator
  • You can do this with a security role and a workflow.

    Assign basic access level for the write privilege. This access level gives a user write access to notes he or she owns. Remove delete access.

    Create a workflow that will be executed when a note is created. Check if the note is added to an incident (Check condition: regarding(incident) incident contains data). If the condition is true: Assign the note record to another user (e.g. administrator).

    Jan

    http://www.crmgroningen.nl




    • Edited by Nauta Tuesday, March 25, 2014 9:48 AM
    • Proposed as answer by Nauta Wednesday, April 9, 2014 7:14 AM
    Tuesday, March 25, 2014 9:45 AM