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crm web UI authorizations

Posted on Aug 01, 2016 at 06:19 AM 140 Views

Hi All,

We are implementing CRM Sales on CRM Web UI and we have requirement to restrict Employee tasks to be changed only by the Employee responsible for that particular task. I am unable to find the relevant authorization object to achieve this requirement.

Please find the attached screen for requirement.

Thanks,

Task.png (75.2 kB)
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3 Answers

  • author's profile photo Dharmakasi Thotakura
    Dharmakasi Thotakura
    Posted on Aug 18, 2016 at 10:01 PM
    1

    Hi Prashanth,

    I think you can achieve your requirement by just writing small piece code, enable the EDIT button only if the login user business partner is same as employee responsible partner assigned to that task.

    Regards,

    Dharmakasi.

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  • author's profile photo Christian Drumm
    Christian Drumm
    Posted on Aug 18, 2016 at 10:57 AM
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    Hi Prashanth,

    cant' you simply do an authorization trace and see which objects are involved when you try to change the task?

    However, I doubt that your requirement can be implemented with authorization objects alone. You might have to use the CRM Access Control Engine.

    Christian

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  • author's profile photo Former Member
    Former Member
    Posted on Aug 23, 2016 at 12:41 PM
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    Hi Prashanth,

    As Christian said, you can certainly implement ACE (Access Control Engine) to achive waht you Need.

    I would also recommend you to refer thread 1973654

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