Wednesday, June 4, 2014

3) Remove the rights to delete Notes from an object related list

Can you remove the rights to delete Notes from an object related list?

Knowledge Article Number: 000079753

Description
We encounter a serious problem with the accountability of our approvals based on Attachments/Notes. These Notes should not be deleted from the records associated even if the User has edit abilities to the record. Is it possible to remove the right to delete an Attachment/Note to all Users or to a Profile? I do not see this option in the permissions.

Resolution
Because the permission to delete Notes and Attachments is tied to the Edit permission on the object of record itself, you will need to take the edit permission from the object as unfortunately it’s not possible to modify permissions to Notes & Attachments itself.

Please visit our Idea Exchange to promote the following Ideas:

Delete Notes
Disallow file deletion based on user profile permission

A workaround to this would be to create a Visualforce page that displays the Notes and Attachment related list, but without displaying the delete link to the Notes and Attachment records.

Another option would be to create a Trigger that would prevent the deletion of the Notes and Attachment records.


Probably the less costly solution to implement is to install the following package from the Appexchange:

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