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victormc1990

Security of a secondary entity (Notes)

Posted By

Good afternoon,


I need to make editable notes of a custom entity. I explain:

We have a custom entity called Insurances, and we have a tab called Notes. A non-administrator user can make a note, but then he can't edit it. An administrator user can.


The question is: how can I make the notes editable for a non-administrator user?


CRM Version 7.1.h.1

Thanks in advance!

  • 0

    I assume that you have created the custom entity using the Advanced Customization Wizard.

    The Notes page and functionality are created by reference to the system action (186) rather than calling an ASP page.

    This means by default any change would have to be attempted within meta data.

    For core entities like Case and Oppo, if you do not have edit rights on the entity then you can not insert or edit notes. The rights for the notes are inherited from Oppo/Case.

    I think Custom entities work in the same way. In the user can not edit a the custom entity they can not edit the note.

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