Dynamics 365 Business Central: How to easily prevent users from adding or modifying Links and Notes (Making Links and Notes Read-Only)

Hi, Readers.
Today I would like to share another mini tip about Business Central, how to easily prevent users from adding or modifying Links and Notes in Business Central.

Links and Notes are two system parts that you can define by using the systempart() keyword: System Parts

Value	Description
Links	Allows the user to add links to a URL or path on the record shown in the page. For example, on an Item card, a user can add a link to the supplier’s item catalog. The links will appear with the record when it is viewed. When a user chooses a link, the target file opens.
Notes	Allows the user to write a note on the record shown in the page. For example, when creating a sales order, a user can add a note about the order. The note will appear with the item when it is viewed.

Their data is saved in the same table.
RecordLinks (2000000068):

And you cannot use system table 2000000068 in the Configuration Package.

So it’s very simple. If you only allow read-only permissions for users, you just need to exclude the Insert, Modify, and Delete permissions for RecordLinks (2000000068). More details: Permission Exclusion (Exclude in Permission Set)

Let’s look at a simple example.
I created a new Permission Set containing the permission sets for D365 BUS PERMIUM and D365 FINANCE, and excluded TableData RecordLinks (2000000068).

Exclude everything except Read Permission.

Then assign this permission set to a test user.

These actions (New, Edit, Delete) are still visible in the Business Central client, but an insufficient permissions error will be displayed when data is saved.

Sorry, the current permissions prevented the action. (TableData 2000000068 Record Link Insert: )

Although the Delete key doesn’t report an error, clicking it doesn’t do anything.

Very simple, give it a try!!!😁

PS:
1. If you exclude Read Permission as well, Links will prompt that you do not have enough permissions, and Notes will show an empty box.

2. Dynamics 365 Business Central Blog Series: Links and Notes (System Parts)

3. As of now, systempart cannot be extended.

‘Modifying Editable from Extensions’ is not available in runtime version ‘17.0’. The supported runtime versions are: ‘1.0’ until, but not including ‘10.1’. ALAL0666

5. Dynamics 365 Business Central: How to hide/disable New, Edit (Edit List), and Delete actions on the page

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Hope this will help.

Thanks for reading.

ZHU