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Applies to Product – Microsoft Dataverse


What’s happening?
The customer is experiencing issues with the parental relationship in the system, specifically regarding the access privileges of the Project Budget Detail records when using the OOB import function. The expected behavior is that access records should reflect the inherited access from the parent Project, but this is not occurring in certain scenarios.


Reason:
The inability to get inherited access in the PreOperation plugin is by design.


Resolution:

  • When creating a Project Budget Detail record and filling out the Project Budget field manually, the expected behavior is that clicking the "check access" button will show two access records: one directly assigned and another shared with the team due to access to related records.
  • If the Project Budget field is filled using a plugin registered on the pre-operation create event, the expected access records may not appear. Changing the plugin registration from pre-operation to post-operation resolves the issue, allowing the inherited access privileges to function correctly.
  • A workaround is to use a plugin registered on the post-operation create event for the Project Budget Detail to ensure that the inherited access privileges are correctly applied.