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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / XDS - Duplicate policy...
Finance | Project Operations, Human Resources, ...
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XDS - Duplicate policy for a user

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Posted on by JimmyP 70

I have two XDS with their respective query. Policies apply to the same table, example:
Table: InventSite
Policy 1 => SiteId = Site1
Policy 2 => SiteId = Site2
Role 1 = Policy 1
Role 2 = Policy 2

Here I want to apply one role to one user and two to another:
User X = Role 1, Role 2
User Y = Role 2

With one role assigned it works perfectly, but with two the data is no longer displayed, The question is, can the first case be made?

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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 299,249 Super User 2025 Season 2 on at
    RE: XDS - Duplicate policy for a user

    Hi JimmyP,

    When combining the two policies, it will add the queries on top of each other, indeed resulting in not showing anything. You need to make the selection for the sites configurable per user. I created an example for warehouses in the past. Similar, you can create it for sites. Have a look at my blog where you will find information and a link where you can download the source code of my example: Extensible Data Security examples - Secure by warehouse (dynamicspedia.com)

    If you need the restriction on sites, the selection form might be more simple compared to my example where I provided an option to choose between multiple options to link warehouses. Let me know if this helps you. In case of additional questions, I'm happy to help more on the details.

  • Suggested answer
    Hossein.K Profile Picture
    Hossein.K 6,648 on at
    RE: XDS - Duplicate policy for a user

    Hi JimmyP,

    I think you should define XDS in level user. as you know XDS can define in level site, warehouse, user.

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