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Restricting users to edit the custome fields RRS feed

  • Question

  • Hi,

    I have created a new EPT where i want to restrict users to edit the PDP's according to the stages that the project goes into. and  i also want to restrict the users to edit custome fields in that particular PDP according to the stages that the project is in

    Wednesday, September 23, 2015 3:08 PM

Answers

  • Hello,

    Fields being editable or not is at a higher level than the user - its in the workflow stage. So depending on the current stage the field will be editable or not - you cant be as granular as stating the users. If the users have access to edit the project, and the workflow allows the fields to be edited then all those users will have edit access.

    Paul 


    Paul Mather | Twitter | http://pwmather.wordpress.com | CPS | MVP | Downloads

    • Marked as answer by kumar4464 Wednesday, February 3, 2016 7:31 PM
    Wednesday, October 21, 2015 6:47 AM
    Moderator

All replies

  • Hello,

    You can do this with the Project Server Workflow stage configuration and making the custom field workflow controlled. Here are some links to help get you started:

    https://msdn.microsoft.com/en-us/library/office/ee767694.aspx

    https://technet.microsoft.com/en-us/library/dn458862.aspx

    https://msdn.microsoft.com/EN-US/library/office/jj163494.aspx

    https://technet.microsoft.com/en-us/library/dn458861.aspx

    Paul


    Paul Mather | Twitter | http://pwmather.wordpress.com | CPS | MVP | Downloads

    • Marked as answer by kumar4464 Tuesday, September 29, 2015 3:30 PM
    • Unmarked as answer by kumar4464 Tuesday, September 29, 2015 3:30 PM
    Wednesday, September 23, 2015 5:01 PM
    Moderator
  • Hello,

    We are using project server 2010 and i have created all the custom fields as workflow controlled and i created a PDP with required fields for that stage and all the other fields as read only which are to be required in other stages. But, my question is can we give permissions to particular users to edit those fields according to the stages.

    Like in Initial stage that PDP custom fields should be only editable by 2 Persons

    and after Initial stage if the project moves into Decision stage then those two users should not be able to edit the required fields of Decision but it should be editable by another set of users.

    Thursday, September 24, 2015 2:52 PM
  • Hello,

    We are using project server 2010 and i have created all the custom fields as workflow controlled and i created a PDP with required fields for that stage and all the other fields as read only which are to be required in other stages. But, my question is can we give permissions to particular users to edit those fields according to the stages.

    Like in Initial stage that PDP custom fields should be only editable by 2 Persons

    and after Initial stage if the project moves into Decision stage then those two users should not be able to edit the required fields of Decision but it should be editable by another set of users.


    Tuesday, October 20, 2015 8:07 PM
  • Hello,

    Fields being editable or not is at a higher level than the user - its in the workflow stage. So depending on the current stage the field will be editable or not - you cant be as granular as stating the users. If the users have access to edit the project, and the workflow allows the fields to be edited then all those users will have edit access.

    Paul 


    Paul Mather | Twitter | http://pwmather.wordpress.com | CPS | MVP | Downloads

    • Marked as answer by kumar4464 Wednesday, February 3, 2016 7:31 PM
    Wednesday, October 21, 2015 6:47 AM
    Moderator
  • Then how do we achieve this scenario 
    Wednesday, October 21, 2015 3:07 PM
  • Not easily - if just web based editing in PWA you could look at using JavaScript.

    Paul


    Paul Mather | Twitter | http://pwmather.wordpress.com | CPS | MVP | Downloads

    Wednesday, October 21, 2015 4:59 PM
    Moderator
  • Thanks you for the suggestion Paul.
    Wednesday, October 21, 2015 6:15 PM
  • I think that you can do it without development. You can separate the fields in the pdp adding them in different webparts. And then, you can set an audience to the webpart with the users that could edit this fields. So, you will get in the PDP two webparts with fields: one webpart without audience, so any user could update them, and another webpart with an audience, so just the users sett in the audience field could see the fields and update them.

    Mark the answer as valid if it helps you! Thanks in advance!


    Thursday, October 22, 2015 12:06 PM