15
What are possible ways to hide fields from specific user in Advance Find.
Fist we can edit field and set Searchable to No. then no user will be able see in Advance Find. But in our case we have to show fields to other users.
Secod way could be field level security but we have more then 300 fields.
Any other way or idea.
*This post is locked for comments
Hi,
The best way to use field level security .
Apart from field level security you can create seperate entity with minimal fields which is for particular user and sync the records from main entity to new entity with minimum fields value using field mapping or workflow or post create plugin of the main entity. Assign security role to the user which having only second entity and not the main entity.
Another way is to set fields value null based on the user who are accessing the records using retrieve multiple message plugin. I have not tried you can have a look below reference-
[View:http://missdynamicscrm.blogspot.com/2016/03/intercept-columnfield-value-in-crm-view-retrievemultipleplugin.html?m=1]
Hi..
Field Level Security or build your own custom advanced find tool or if it is predefined search criteria, then might be you can create report also.
Easy way is field level security and you can manage using CRM application when requirements changed to show / hide different fields to user.
hope this will help..
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,214
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (