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Customer experience | Sales, Customer Insights,...
Answered

Is it possible to make view read only, but records inside view can not be accessible.

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Posted on by 458

I want to display a grid on a form including some records.

But I do not want the current user can open the records displayed in the view.
Is it possible?

I have the same question (0)
  • Verified answer
    Ram Prakash Duraisamy Profile Picture
    2,287 on at

    Hello Albert,

    As per our of the box behaviour we cannot avoid opening the Record Form.

    Based on your current situation, try writing a HTML page and populate the same by adding the HTML Page in Model Driven Apps

    Please mark as Answer if it is helpful and provide Kudos

    Subscribe : www.youtube.com/.../UCnGNN3hdlKBOr6PXotskNLA

    Blog : microsoftcrmtechie.blogspot.com

  • Verified answer
    Pradeep Rai Profile Picture
    5,489 Moderator on at

    Hi,

    Agreed with Ramprakash Duraisamy.

    And add on to above suggestion you can also, create reusable PCF Control using Fluent UI.

    sample:
    https://developer.microsoft.com/en-us/fluentui#/controls/web/detailslist

    PCF example:
    https://nebulaaitsolutions.com/pcf-control-with-fluent-ui-and-react-typescript/

    Thanks,
    Pradeep.

     

  • Suggested answer
    Yoshika Suzuki Profile Picture
    on at

    If the user have read privileges on the record, they should be able to see it in the view and access the record.

    However, it is possible not to edit the record.

  • Verified answer
    Kokulan Profile Picture
    18,054 on at

    Hi

    Like others mentioned, there is no straightforward way to achieve this using out of the box features but that does not mean its not possible.  You could consider one of the following options.

    No Code approach - Security Roles Enabled Form

    Create a form that only has the fields that are on the view and make that form as the fall-back form. This form will be accessible to all.

    Make all other forms accessible only certain security roles, this way you can control access via security roles.

    Downside to this approach is that users can still do advance find and get to the data if they really want to see the data

    Code based approach - Plugin on Retrieve Message

    You can create a plugin that triggers on Retrieve message on the entity and checks if the user is allowed to view the record, if not, it could throw an exception saying you do not have permissions to view this record. This approach will prevent user from viewing the record from any client not just the form.

    Please note users can create personal views add all the columns they need and still view all the data from a personal view View if you do not restrict them from creating personal views. If you want to prevent user from creating personal views, you could look into restricting view security role, by setting permissions on Saved View.

    pastedimage1634630530204v1.png

     

    Hope this helps

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