changing notes behavior

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  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
  

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  VidhiyaM

  
  

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

  Tuesday, March 25, 2014 6:00 AM
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  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

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  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