CRM 4.0 Read-Only / Disable / Hide Fields Based on Security Role
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
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);
}