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How to set security around views and what form opens up?

Posted on by 2,641

I have a entity that has 2 forms on it.  I have granted security permissions for each form.  Now I am wondering how to make it work so that when a user logs into CRM and is part of a certain security role, to make the form that I want to appear by default for them?

Then, I also need to show only certain views to this security group as they are not supposed to see other views that are already there.

Can this be done, if so how?  Thank you for your time.

  • USA80 Profile Picture
    USA80 2,641 on at
    RE: How to set security around views and what form opens up?

    We went down the path of just doing a dashboard and creating views there to set the security.

  • Arun Vinoth Profile Picture
    Arun Vinoth 11,613 on at
    RE: How to set security around views and what form opens up?

    You can share the "different route", so that may help other members if they happen to see this thread.

  • USA80 Profile Picture
    USA80 2,641 on at
    RE: How to set security around views and what form opens up?

    We have talked the users our of doing this and going a different route.  Thank you all for your input.

  • Verified answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,613 on at
    RE: How to set security around views and what form opens up?

    This may be very late for changing your whole security model. You have to choose either one of the above options David recommended, if the views are the way to go.

    Otherwise, design Dashboards with only those system views they should see (Because Dashboards can be controlled by Security roles). Get rid of Entity views landing page from navigation.

    Still I agree a lot of user training involved. And hiding from other places like Adv. find etc.

  • USA80 Profile Picture
    USA80 2,641 on at
    RE: How to set security around views and what form opens up?

    Some people are worried about if this other group can see different views then they can get at other records and possibly make changes/mistakes on records that they shouldn't be touching.

  • David Jennaway Profile Picture
    David Jennaway 14,061 on at
    RE: How to set security around views and what form opens up?

    You can associate a form with one or more security roles. If you want to ensure that a particular form is displayed by default for members of a security role, then associate the form with that security role, and give it the highest precedence.

    There is no equivalent means to restrict access to views. The only options you have are:

    1. Make the views personal views, and share them only with users (or teams) who should be able to access them
    2. Write a plugin on a pre-event of the RetrieveMultiple of the savedquery entity. This could check the user's roles, and remove views from the results if the user doesn't have permission on them

    Option 1 is hard to manage, and option 2 has noticeable development effort. I'd question why you need to restrict access to views; if you're trying to use views as a security mechanism, then it is easy to bypass by other means

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