Limiting access - CRM application

gonzo

I am trying to only allow contact notes to be deleted if logged in as admin (CRM application). I went into the ContactNote object, Forms Main - edit, and under operations invoked from this form, selected Delete this Note for editing, then under form editing put the following command in the applicability window: LoggedInSystemUser.AccessLevel='Administrator'. I was thinking this would only allow the Administrator to delete a contact note. Why didn't this work?????

hpl123

This should work. The applicability condition should hide the operation from all accesslevels but "Administrator" accesslevel. Go over the config again and also if there are more than 1 form etc.

gonzo

When I open the business object form for ContactNote both boxes are checked for 'creation of business object' and 'editing of business object' indicating to me there is no other form?

hpl123

Hello again,
Can't remember if there are other forms for the CRM ContactNote BO but if there is, it's possible the form you are opening up is opened via a non default action for example if the form is opened up through a process, from a query etc. (If a form is specified in for example a process, this supersedes the default action behavior).

I am not sure this explanation above is the cause, it might be something else. The applicability functionality to my knowledge works as it should. Try this on some other BO form and see if that works (doing it right etc.?).