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Session Id :
Finance | Project Operations, Human Resources, ...
Suggested answer

a role prevents me to see new

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Posted on by 304

Hi,

I have a role X that restricts projects the user sees, it works good and everything but there's one issue if the user created a new project  he can't see it not even after refreshing or anything, it seems that the user can't add new projects, but he actually can edit old projects, I can't see the problem.. any help?

  • André Arnaud de Calavon Profile Picture
    293,110 Super User 2025 Season 1 on at
    RE: a role prevents me to see new

    Hi Kareem,

    What is the exact security query used and what value do you have for the Operation property on this security policy?

  • KareemTaima Profile Picture
    304 on at
    RE: a role prevents me to see new

    Hi André,

    the policy primary table is ProjTable and then I added constrained table is SMAServiceOrderTable and then SMAServiceOrderLine, in the linked query I just added the ProjTable as the data source and I set a range for proj group id. the user who has the role can't create a new project or a new service order.

  • André Arnaud de Calavon Profile Picture
    293,110 Super User 2025 Season 1 on at
    RE: a role prevents me to see new

    Hi Kareem,

    If you get this message, then it is related to the security policy. Can you provide some more details how you did create the policies and what would be the exact expectation and behavior? Do you have users where multiple roles are assigned with multiple policies?

  • KareemTaima Profile Picture
    304 on at
    RE: a role prevents me to see new

    Hi Ludwig,

    for each role I created a query and a security policy, and each time I try to create new project after filling the fields this error message appears "Cannot create a record in Projects (ProjTable). Security policy permission denied."

  • KareemTaima Profile Picture
    304 on at
    RE: a role prevents me to see new

    HI Sergei,

    the new project is visible no problem with that

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: a role prevents me to see new

    Hi Kareem,

    A role does usually not restrict the data that you see in a form that you can access.

    There must be some additional setups - either XDS or other system modifications - that prevent the user from seeing the new project.

    Can you check that with your system admins?

    Best regards,

    Ludwig

  • Sergei Minozhenko Profile Picture
    23,091 on at
    RE: a role prevents me to see new

    Hi Kareem,

    Did I understand correctly that the new project is not visible under Role X, but it visible under system administrator? Do you have any XDS set up in place?

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