Suppose you want to make some fields editable for only some users in CRM forms, there is a great and simple MSDN blog that outlines how to do it.
Here’s a copy of their code. Just change _roles and _fields to the fields’ names that you want to disable for _roles. Flip it around and enable it only for those users by changing line x to false.
Put it in your form’s onLoad event at Customization->your entity->Forms and Views->Form->Form Properties->Event, OnLoad->Edit
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 | var _roles = ['roleX','System Administrator']; //array of security roles name var _fields = ['name', 'accountNumber']; // array of field schema names to disable UpdateFields(); function UpdateFields() { var oXml = GetCurrentUserRoles(); if (oXml != null) { var roles = oXml.selectNodes("//BusinessEntity/q1:name"); if (roles != null) { for (i = 0; i < roles.length; i++) { for (j = 0; j < _roles.length; j++) { if (roles[i].text == _roles[j]) { for (k = 0; k < _fields.length; k++) { try { document.getElementById(_fields[k]).Disabled = true; } catch (e) { } } return; } } } } } return; } function GetCurrentUserRoles() { var xml = "" + <?xml version=\"1.0\" encoding=\"utf-8\"?>" + "<soap:Envelope xmlns:soap=\"http://schemas.xmlsoap.org/soap/envelope/\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\" xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\">" + GenerateAuthenticationHeader() + " <soap:Body>" + " <RetrieveMultiple xmlns=\"http://schemas.microsoft.com/crm/2007/WebServices\">" + " <query xmlns:q1=\"http://schemas.microsoft.com/crm/2006/Query\" xsi:type=\"q1:QueryExpression\">" + " <q1:EntityName>role</q1:EntityName>" + " <q1:ColumnSet xsi:type=\"q1:ColumnSet\">" + " <q1:Attributes>" + " <q1:Attribute>name</q1:Attribute>" + " </q1:Attributes>" + " </q1:ColumnSet>" + " <q1:Distinct>false</q1:Distinct>" + " <q1:LinkEntities>" + " <q1:LinkEntity>" + " <q1:LinkFromAttributeName>roleid</q1:LinkFromAttributeName>" + " <q1:LinkFromEntityName>role</q1:LinkFromEntityName>" + " <q1:LinkToEntityName>systemuserroles</q1:LinkToEntityName>" + " <q1:LinkToAttributeName>roleid</q1:LinkToAttributeName>" + " <q1:JoinOperator>Inner</q1:JoinOperator>" + " <q1:LinkEntities>" + " <q1:LinkEntity>" + " <q1:LinkFromAttributeName>systemuserid</q1:LinkFromAttributeName>" + " <q1:LinkFromEntityName>systemuserroles</q1:LinkFromEntityName>" + " <q1:LinkToEntityName>systemuser</q1:LinkToEntityName>" + " <q1:LinkToAttributeName>systemuserid</q1:LinkToAttributeName>" + " <q1:JoinOperator>Inner</q1:JoinOperator>" + " <q1:LinkCriteria>" + " <q1:FilterOperator>And</q1:FilterOperator>" + " <q1:Conditions>" + " <q1:Condition>" + " <q1:AttributeName>systemuserid</q1:AttributeName>" + " <q1:Operator>EqualUserId</q1:Operator>" + " </q1:Condition>" + " </q1:Conditions>" + " </q1:LinkCriteria>" + " </q1:LinkEntity>" + " </q1:LinkEntities>" + " </q1:LinkEntity>" + " </q1:LinkEntities>" + " </query>" + " </RetrieveMultiple>" + " </soap:Body>" + "</soap:Envelope>" + ""; var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP"); xmlHttpRequest.Open("POST", "/mscrmservices/2007/CrmService.asmx", false); xmlHttpRequest.setRequestHeader("SOAPAction", " http://schemas.microsoft.com/crm/2007/WebServices/RetrieveMultiple"); xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8"); xmlHttpRequest.setRequestHeader("Content-Length", xml.length); xmlHttpRequest.send(xml); var resultXml = xmlHttpRequest.responseXML; return (resultXml); } |
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