Pre-Populate Lookup Field If the user does not have access to data through impersonation

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Posted on by Aliasgar

We have a requirement where the user will not have access to some of the data in 'ABC' entity. Based on certain conditions, the data should be fetched from this entity using impersonation and populate in the lookup field of a different form. Since the user has append to organization privilege he should be able to select the data.

ABC Entity Privilege – User can see the records where he is the owner.

ABC Data-

Id	ACC Name	Single Holder	Owner
123	453	ABC	James
456	453	CDE	James
123	453	ABC	Brian
456	453	CDE	Brian

CDE Entity Form–

Logged in User - Brian

ABC Field should display all the records basis ACC No. So he should be able to see below records in Lookup Field.

Id	ACC Name	Single Holder	Owner
123	453	ABC	James
456	453	CDE	James
123	453	ABC	Brian
456	453	CDE	Brian

Now through impersonation I can fetch the data but how to populate the data in pre search event of lookup field.

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cloflyMao 25,210 on at

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Hi Aliasgar,

As per my understanding, were you going to filter records that are owned by current user in lookup field ?

For more detailed description: you just want Brian to select ABC data/records that are owned by him when he visiting CDE Entity Form ?

If so, a full code would be below to achieve your requirement:

function AddPreSearch(executionContext) {

  var formContext = executionContext.getFormContext();

  var ownerid = Xrm.Utility.getGlobalContext().userSettings.userId.replace("{", "").replace("}", "");

  formContext.getControl("parentaccountid").addPreSearch(function() {

    FilterLookup(ownerid, formContext);

  });

}

function FilterLookup(ownerid, formContext) {

  var fetchXML = "<filter type=\"and\">" +

    "<condition value=\"" + ownerid + "\" attribute=\"ownerid\" operator=\"eq\" />" +

    "</filter>";

  formContext.getControl("parentaccountid").addCustomFilter(fetchXML);

}

Just fire AddPreSearch function at form onLoad event, and replace parameter in getControl with your ABC field logical name.

my example is filtering parent accounts for current user in Account form.

Regards,

Clofly

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Aliasgar 42 on at

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This will not work as the user doesn't have the privilege. He can see the records where he is the owner. In your fetchXML condition you are fetching basis the owner.

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cloflyMao 25,210 on at

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Hi Aliasgar,

Sorry to have misunderstood your thought,

As per my re-understanding, would your real requirement be below?

You current user has prvActOnBehalfOfAnotherUser privilege,

but he had retrieved ABC entity records which couldn't be retrievable for his current security role by impersonated user,

then now you would like to give a similar rendered result drop-down as addPreSearch function to lookup field ?

(because "pre populated field" could only make me think of you were working impersonation with Web API at front-end, while I don't know whether plug-in could do it)

Please point out whether there is still any misunderstand.

Regards,

Clofly

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