Customer Engagement & Dynamics CRM Forum

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Locked Fields

  • 1.  Locked Fields

    GOLD CONTRIBUTOR
    Posted 16 days ago
    Edited by Rosemarie Cordell 16 days ago
    Has anyone experienced issues with field security between the classic web and the new UI? I have a locked field which certain security roles can view/edit that is performing correctly in the classic web version of CRM but incorrectly in the new UI. Any ideas on what could be causing this?

    Classic Web:
    Screenshot of the Marketing Materials field in the classic web form

    Unified Interface:
    Screenshot of the Marketing Materials field in the UI form

    Screenshots are from a user with the system admin security role.

    #CustomerEngagement
    #Admin

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    Rosemarie Cordell
    Business Analyst
    NEWBERG OR
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    ​​​​​


  • 2.  RE: Locked Fields

    TOP CONTRIBUTOR
    Posted 15 days ago
    You've confirmed admin role in both cases.
    Same environment, or different?
    Same form, or different?

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    Ryan Perry
    Business Systems Analyst
    Auric Solar
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  • 3.  RE: Locked Fields

    GOLD CONTRIBUTOR
    Posted 15 days ago
    Yes, admin role in both cases. Screenshots are from my session. One is contact form in the sales hub in the unified interface. The other is a different contact form in the classic web.

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    Rosemarie Cordell
    Business Analyst
    NEWBERG OR
    ------------------------------



  • 4.  RE: Locked Fields

    TOP CONTRIBUTOR
    Posted 15 days ago
    Sounds like your forms are different, which means you may have differing JS / Business Rules, etc affecting the control. If you use the exact same form in both UCI and Classic does it differ?

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    Ryan Perry
    Business Systems Analyst
    Auric Solar
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