Lock field after creation of record | Model Driven App

[Anthony_Dob]

Hi guys,

I have a record "Yearly Budget". It has startBudget, startDays, remainingBudget and remainingDays. They are all required decimal columns. I want to lock remainingBudget and remainingDays for users editing after the "Yearly Budget" is created. However my custom plugins should still be able to update these fields. 

What would be the best way to achieve this?

Best Regards,

Anthony

[Anthony_Dob · Accepted solution]

I used this: https://xrmdynamicscrm.wordpress.com/2020/07/04/dynamics-365-lock-a-field-after-saving-a-record/ 

However the Business Rule does not fire somehow.

Best Regards,

Anthony

[GuidoPreite]

the link you posted only works for client side validation, if a user uses some js code or an extension like "Level up for Dynamics 365/Power Apps" the constraints you put can be easily removed and the user can modify the values.

If some users can't modify the values but only read them (or not read them at all) usually is done with Field Level Security (probably on youtube you can find some other tutorials about this subject), keep in mind that your plugin can run in two contexts: the user doing the operation or a specific user defined when you register the plugin. As you wrote that your plugin must be able to update these values you have two ways:

1) you are sure that the user triggering the update has the permissions to do it (if John Smith is not allowed to update that fields and John Smith triggers the plugin, the plugin will fail to update the values)

2) you put a specific user (that has the rights to update that field of course) when the plugin runs and all the plugin operations will run under this specific user context.

[rampprakash]

Hello @Anthony_Dob,

Hope you are doing good. 

As per your request you can simply write a Business Rule as per below screenshot.

What this will do:

After record creation the Field will get locked in Client side but we can update the record in Business Rule

Please mark as Answer if it is helpful and provide Kudos

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[Anthony_Dob]

Hi @rampprakash 

I already used a Business Rule and somehow it is not doing anything for me. Here is how it's set up.

Any idea's why its not working?

Best Regards,

Anthony

[rampprakash]

Hello @Anthony_Dob,

Is Created on and all other three fields in the form ?

as you said it's in client side script, Can you please change Scope to RESPECTIVE FORM on Top Right.

Please mark as Answer if it is helpful and provide Kudos

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Blog : https://microsoftcrmtechie.blogspot.com

[bipinshan · Accepted solution]

Hi @Anthony_Dob ,

Please make sure you have added all the fields which you are referring in BR on the form.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: https://xrmdynamicscrm.wordpress.com/

[Anthony_Dob]

@bipinshan @rampprakash ,

Adding the "Created on" field to the form did the job. I put is on invisible and the Business Rule works.

Best Regards,

Anthony