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hide/show the action button based on the current Portal User Role

Microsoft Dynamics CRM Forum

HenriqueMendes asked a question on 26 Dec 2018 12:33 PM

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How can I hide/show a workflow action button based on the current Portal User Role?

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Mahadeo Matre responded on 26 Dec 2018 12:43 PM
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Hi,

you need to customize workflow button, and add enable rule based on user permissions which are unique to role.

please check

community.dynamics.com/.../178915

community.dynamics.com/.../227763

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HenriqueMendes responded on 26 Dec 2018 12:55 PM

Hi,

I'm trying to do this in a CRM Customer Portal.

Got the form, got the action button (workflow based) just need to hide/show the button deppending on the logged user.

Thanks

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Nicholas Hayduk responded on 2 Jan 2019 3:31 PM
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Suggested Answer

Hi Henrique,

You've got a few options:

- You can use JavaScript or CSS to hide the buttons

- You can make separate Entity Forms, one with the button, and one without, and use Liquid to choose between them

I've gone into more details in my latest blog post:

www.engineeredcode.com/.../dynamics-365-portal-conditional-action-buttons-on-entity-forms-and-lists

Hope that helps.

Nick

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Mahadeo Matre responded on 26 Dec 2018 12:43 PM
Suggested Answer

Hi,

you need to customize workflow button, and add enable rule based on user permissions which are unique to role.

please check

community.dynamics.com/.../178915

community.dynamics.com/.../227763

Reply
Nicholas Hayduk responded on 2 Jan 2019 3:31 PM
My Badges
Suggested Answer

Hi Henrique,

You've got a few options:

- You can use JavaScript or CSS to hide the buttons

- You can make separate Entity Forms, one with the button, and one without, and use Liquid to choose between them

I've gone into more details in my latest blog post:

www.engineeredcode.com/.../dynamics-365-portal-conditional-action-buttons-on-entity-forms-and-lists

Hope that helps.

Nick

Reply

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