Spesial permissions

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Posted on by Danstec

I have some users in my organization.

And I want to set up my permissions so as to the contact's owner can see one contact form (full), and all others - another contact form (short). There is also a group of users "Management", whose members should see the full form of contact.

How can I do it?

Thanks

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ashlega 34,477 on at

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RE: Spesial permissions

Hi,

you can't do it per contact for the contact owners/regular users since users can see different forms based on the security roles assigned to the users/linked to the forms, but not based on who owns the record.

Which, on the other hand, means you can easily do it for the management users since they will likely have a special role assigned to them (and you can link the same role to the "full" contact form).

As for the regular users/owners, you might try creating a javascript that will verify if a user should have access to the "full" form on a particular record, and, if not, that script should reload that contact using "short" form. Although, if you are trying to hide some fields that might not fully work (full form might still show up even if only for a few seconds). In that case you would better be off using field security maybe (but, again, may need a plugin to assign field security correctly).

Well, hope this paints the picture for you
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Community Member on at

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RE: Spesial permissions

Forms on an entity can be set to show hide depending on Roles for the user.

Please refer this:

community.dynamics.com/.../role-based-forms