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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Hide Fields from Entit...
Microsoft Dynamics CRM (Archived)

Hide Fields from Entity Views based on the Record Owner and manager

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Posted on by Community Member

Hi,

I wanted to hide/Non-Readable the few fields from the Entity Views if the CRM Logged-In user is not a record's owner or manager of that Owner.

Here, I am able to hide/Non-Readable few fields when user opens the records using Scripts but I am not able make it hide/non-readable to fields from Entity Views?

So, please let me know if any one achieved this kind of requirement.

FYI, I can't use field level security since I wanted to hide/non-readable the fields based on the record's owner/manager.

Thanks in Advance.

Sameer

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  • Community Member Profile Picture
    Community Member on at
    RE: Hide Fields from Entity Views based on the Record Owner and manager

    Thank you, the above second link helped.

  • Suggested answer
    Pawar Pravin Profile Picture
    Pawar Pravin 5,237 on at
    RE: Hide Fields from Entity Views based on the Record Owner and manager

    Hi Sam,

    As Justin suggested you need to use retrieveMultiple plugin to restrict views based on user role.

  • Verified answer
    Justinjose Profile Picture
    Justinjose 2,707 on at
    RE: Hide Fields from Entity Views based on the Record Owner and manager

    Hi Sam123,

    You can filter views using using Plugin on Retrieve Multiple.

    community.dynamics.com/.../retrieve-the-saved-views-userquery-of-all-crm-users

    community.dynamics.com/.../intercept-column-field-value-in-crm-view-using-retrievemultiple-plugin-c

    hachecrm2011.wordpress.com/.../filtering-views-by-intercepting-retrieve-multiple-queries-with-a-plugin

    Thanks

    Justin Jose

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