Hide Options from Option Set based on Security role

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Posted on by Community Member

Hi All ,

I need to hide some options from an option set ( Status Reason with schema name statuscode ) based on the security role . For example : if a user who has "Schedule Manager" security role and he/she opens a new opportunity , they should only be able to see some of the options from the Status Reason dropdown.

The code I wrote is :

var UserSecurityRoles= Xrm.Page.context.getUserRoles();
var userRoleName = "{997C4C00-BF39-E011-8DA3-1CC1DE72E35E}"

// Checking if Security Role Id found in User Security Roles

for (var x = 0; x < UserSecurityRoles.length; x++) {

if (UserSecurityRoles[x]==userRoleName)

{
Xrm.Page.getControl("statuscode").removeOption(100,000,003);

Xrm.Page.getControl("statuscode").removeOption(279640012);
Xrm.Page.getControl("statuscode").removeOption(100000026);
Xrm.Page.getControl("statuscode").removeOption(100000047);
Xrm.Page.getControl("statuscode").removeOption(100000005);
Xrm.Page.getControl("statuscode").removeOption(279640006);
Xrm.Page.getControl("statuscode").removeOption(279640011);
Xrm.Page.getControl("statuscode").removeOption(279640007);
Xrm.Page.getControl("statuscode").removeOption(100000017);
Xrm.Page.getControl("statuscode").removeOption(100000018);

}
}

</script>

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Community Member on at

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Apologies ! Yes I am getting error as XRM undefined plus not getting the results .

I changed it to without commas , still not working What do you think I am doing wrong ?

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anilambadan 1,160 on at

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Are you trying to call it from a webresources(html)? if so try to call it with a code like parent.Xrm or window.parent.Xrm

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Community Member on at

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Hi , no its a javascript type . Name will be wbah_teststatusreason .

library name : test

I changed the script again which is still not working :

function test()

{

var UserSecurityRoles= Xrm.Page.context.getUserRoles();

var userRoleName = `997C4C00-BF39-E011-8DA3-1CC1DE72E35E`

// Checking if Security Role Id found in User Security Roles

for (var x = 0; x < UserSecurityRoles.length; x++) {

if (UserSecurityRoles[x]==userRoleName)

{

Xrm.Page.getControl("statuscode").removeOption(100000003);

Xrm.Page.getControl("statuscode").removeOption(279640012);

Xrm.Page.getControl("statuscode").removeOption(100000026);

Xrm.Page.getControl("statuscode").removeOption(100000047);

Xrm.Page.getControl("statuscode").removeOption(100000005);

Xrm.Page.getControl("statuscode").removeOption(279640006);

Xrm.Page.getControl("statuscode").removeOption(279640011);

Xrm.Page.getControl("statuscode").removeOption(279640007);

Xrm.Page.getControl("statuscode").removeOption(100000017);

Xrm.Page.getControl("statuscode").removeOption(100000018);

}

}

}

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Community Member on at

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Hi ,

Please check and use below code for your requirement, u can change as per ur business logic.
Also attach JQuery&Json2 file on form.

function HideOptions() {

if (CheckUserRole("Schedule Manager") == True)
   {
       Xrm.Page.getControl("statuscode").removeOption(100000003);
       Xrm.Page.getControl("statuscode").removeOption(279640012);
       Xrm.Page.getControl("statuscode").removeOption(100000026);
       Xrm.Page.getControl("statuscode").removeOption(100000047);
       Xrm.Page.getControl("statuscode").removeOption(100000005);
       Xrm.Page.getControl("statuscode").removeOption(279640006);
       Xrm.Page.getControl("statuscode").removeOption(279640011);
       Xrm.Page.getControl("statuscode").removeOption(279640007);
       Xrm.Page.getControl("statuscode").removeOption(100000017);
       Xrm.Page.getControl("statuscode").removeOption(100000018);
   }
}

function CheckUserRole(RoleName) {
    var currentUserRoles = Xrm.Page.context.getUserRoles();
    for (var i = 0; i < currentUserRoles.length; i++) {
        var userRoleId = currentUserRoles[i];

       var odataSelect = "/" + Xrm.Page.context.getServerUrl() + "/XRMServices/2011/OrganizationData.svc" + "/" + "RoleSet?$filter=RoleId eq guid'" + userRoleId + "'";
       var userRoleName = null;
       $.ajax(
           {
               type: "GET",
               async: false,
               contentType: "application/json; charset=utf-8",
               datatype: "json",
               url: odataSelect,
               beforeSend: function (XMLHttpRequest) { XMLHttpRequest.setRequestHeader("Accept", "application/json"); },
               success: function (data, textStatus, XmlHttpRequest) {
                   userRoleName = data.d.results[0].Name;

               },
               error: function (XmlHttpRequest, textStatus, errorThrown) { alert('OData Select Failed: ' + textStatus + errorThrown + odataSelect); }
           }
       );

        if (userRoleName == RoleName) {
            return true;
        }
    }
    return false;
}

Hope this Helps !!

Regards,

Kamran

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Mahendar Pal 45,095 on at

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Can you post error screenshot and how you are using your script web resource

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