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Finance | Project Operations, Human Resources, ...
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Project, budget and timesheet XDS

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Posted on by 190

Hello,

I am trying to implement XDS framework to prevent users from accessing projects according to a specific criteria. for e.g only projects with Project type = 'Fixed-price'.

For that I have done the following:

1) created a query with ProjTable datasource and range specifying value 'fixed price' on project type.

2) created a policy with primary table: ProjTable. I specified the query I had previously created. Properties: Constrained table-yes. Context type-RoleProperty. Context string-ProjXDSPolicy (this policy will be used on several roles e.g assistant, manager, etc.).

I then added ProjBudget and TSTimesheetTable as constrained tables. Both properties Constrained-Yes.

My issues now are the following:

1) there is no direct relationship between TSTimesheetTable and ProjTable. How can I add this table to the policy?

2) I have a couple of scenarios to implement but as an example, I have to give following access to an employee:

Access Read to all projects (meeting criteria ProjType= 'Fixed-price'). Deny access to ProjBudget. Access update to TSTimesheetTable (but only  'My timesheets').

Can I implement all the above in a single policy? the only property I can see on the policy to do that is 'Operation'. Is it possible to give different access to the different constrained tables on a single policy?

Can I deny access directly on a policy? (I know that access controls are given through privileges-should I then manage the projBudget restrict access through an individual privilege that I would attach to the role instead?).

I am not very familiar to XDS. 

I have gone through the following links as reference:

https://www.gofastpath.com/blog/using-the-extensible-data-security-framework-in-dynamics-365-fo 

https://dynamicspedia.com/2021/06/extensible-data-security-examples-secure-by-project-responsible/ 

Kindly let me know what would be the best approach to implement this scenario.

Thanks in advance,

Oushmita,

I have the same question (0)
  • Alex Panait Profile Picture
    170 on at

    Usually when there are no simple direct links the standard uses a temporary table, tempdb obviously, calculated at session runtime start, that will filter all the records in your target tables.

    You can check the PurchReqTableXdsTmp for example and follow the trail where it is used in the application.

    .

  • André Arnaud de Calavon Profile Picture
    301,130 Super User 2025 Season 2 on at

    Hi Oushmita

    1) There is indeed no direct link between the ProjTable and TSTimesheetTable. What is the exact requirement here? Do you need to hide the whole timesheet when it contains a line with certain projects or do you need to hide the timesheet lines only? When it is about hiding the timesheet tables, then you can first add the contrained table TSTimesheetLine and below this the TSTimesheetTable. If the requirement is like you mentioned that a person would be able to only see his own timesheets, then you can manage this already with security settings to provide only certain menu items which would allow the users to enter the timesheets. There might be a setting for timesheet delegates where they would be able to enter timesheets on behalf of another user. When they can't manage the delegates themselves, then they will only be able to maintain their own timesheets.

    2) Can you elaborate on the requirement? When you mention read-access on fixed-price projects, do they have full access to other projects or are other projects not visible?

    When you talk about deny access for the budget, the solution depends on the answer to my previous question.

    The solution for 'My timesheets' is already mentioned above.

    If you need different behavior for different tables, e.g. read permissions for projects with fixed-price and full access on other projects where for the project budget you need to hide records, then you need to create multiple security policies.

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