Posted on 2/4/2018 11:36:00 PM by Levin, Aric

Dynamics 365  Dynamics CRM 

We recently had a requirement that users wanted to hide the Delete icon on the subgrid to prevent users from deleting records. Of course it is possible to remove the Delete privilege on the entity in Security Roles, but the requirement was different. When the status of the parent record was Active, the Delete operation should be allowed, however when the parent record was Inactive, the Delete operation should not be allowed.

The first thing that of course we are aware of, is that if a record is inactive, the subgrid Delete functionality is still available, as shown in the image below.

Normal Subgrid Delete button visible on Inactive parent record

We then went ahead and hid the button.

Hide Delete button

This caused the expected result that the Delete button no longer showed up on the subgrid, but of course it did not show up for both enabled or disabled parent records.

Delete button does not show up.

Finally we came up with a resolution, the did not hide the delete button, but allowed us to prevent the Delete action for the disabled records. We went ahead and unhid the Delete button, and then selected the Customize Command option. This populated the Mscrm.DeleteSelectedRecord command under the Command in Ribbon Workbench. We added another Enable rule called RestrictDeleteFromSubgrid, as shown below:

Restrict Delete from Subgrid Command

The result of this action is that the Delete button will still be enabled on the subgrid (and associated grid), but when the Delete button is pressed, if the parent record is Inactive, a message will pop up displaying the you cannot delete a record if the parent record is Inactive.

Delete button clicked on Inactive record

The code on the RestrictDeleteFromSubgrid JavaScript method is very simple. It checks the status of the form and returns true or false whether the record can be deleted.

function RestrictDeleteFromSubgrid() {
    var formType = Xrm.Page.ui.getFormType();
    if (formType == 3 || formType == 4)
    {
        alert('You cannot remove an Inactive record');
        return false;
    } 
    else 
    {
        return true;
    }
}

 


Navigate to original post to enter comments