Forums

Restricting the Edit button of a Grid or Sub-Grid View Cancel The title field is required!

1. Missing user

   
   21 Mar 2023

   Link to this post

   I have a sub-grid with multiple approval records that I want all users to be able to see, but I want to restrict the edit button to only users who are assigned as "Approvers" of a particular record in the sub-grid.  The Approver is assigned as a lookup field in a Request For Approval entity in CRM. Can I accomplish this by customizing the template?  Alternatively, could I add a custom column that simulates an Edit option (perhaps as a hyperlink)?
2. Missing user

   
   23 Mar 2023 in reply to Missing user

   Link to this post

   Hi Douglas,
   
   One way to do this is you can add a condition to check if the user is an approver for the selected record and show hide the button using HTML code.
   
   Regards,
   Tom
   
   
3. Missing user

   
   28 Mar 2023 in reply to Missing user

   Link to this post

   Would this be logic inside the template?  Any examples of how to check the current user on that template?
4. Missing user

   
   04 Apr 2023 in reply to Missing user

   Link to this post

   Hi Douglas,
   
   You can perform this logic using the embedded code widget.
   
   Regards,
   Tom