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

1. Douglas Beebe

   

   6 posts
   Registered:
   07 Jul 2020
   21 Mar 2023

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   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. Tom Pawelec

   

   25 posts
   Registered:
   21 Oct 2022
   23 Mar 2023 in reply to Douglas Beebe

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   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. Douglas Beebe

   

   6 posts
   Registered:
   07 Jul 2020
   28 Mar 2023 in reply to Tom Pawelec

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

   

   25 posts
   Registered:
   21 Oct 2022
   04 Apr 2023 in reply to Douglas Beebe

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