Share a Record to a user without Assigning the record and with out giving Read access to that user , its a Custom Workflow to share a record with read only access , ( NOTE : You can not give read only access to owner of that record so , first we have to change the owner and then we can share it to created by user with read only access )
using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Portal;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Workflow;
using System.Activities;
using Microsoft.Crm.Sdk.Messages;
namespace Readonlyaccess_sharerecord
{
public class Class1 : CodeActivity
{
// In set property : give the user to whom record will be shared
[ Input( “User_to_Share” )]
// look up field of system user “Entity Name”
[ ReferenceTarget (“systemuser” )]
public InArgument <EntityReference > _User_to_Share { get; set; }
#endregion
#region Output parameter
//
[ Output( “condition” )]
public OutArgument <string > _condition { get; set; }
#endregion
protected override void Execute( CodeActivityContext context)
{
IWorkflowContext workflowContext = context.GetExtension<IWorkflowContext >();
IOrganizationServiceFactory serviceFactory = context.GetExtension<IOrganizationServiceFactory >();
IOrganizationService service = serviceFactory.CreateOrganizationService(workflowContext.UserId);
#region paramters
EntityReference User_to_Share = _User_to_Share.Get<EntityReference >(context);
#endregion
try
{
Entity Obj_entity = (Entity )service.Retrieve(workflowContext.PrimaryEntityName, workflowContext.PrimaryEntityId, newColumnSet (true ));
try
{
//no delete access
GrantAccessRequest grant = new GrantAccessRequest ();
grant.Target = new EntityReference (workflowContext.PrimaryEntityName, workflowContext.PrimaryEntityId);
PrincipalAccess principal = new PrincipalAccess ();
principal.Principal = User_to_Share;
principal.AccessMask = AccessRights .ReadAccess;
grant.PrincipalAccess = principal;
GrantAccessResponse grant_response = (GrantAccessResponse )service.Execute(grant);
_condition.Set(context, “1” );
}
catch ( Exception ex)
{
_condition.Set(context, “0” );
throw new Exception( “Enable to Grant Read Access i.e.” + ex.Message);
}
}
catch ( Exception ex)
{
throw new Exception( “Error Due To Master User Share i.e.” + ex.Message);
}
}
}
}
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1. Add Step to your Workflow.
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2. Set Property and provide the user whom to share the record.
3. Forms become readonly after execution of record
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