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Microsoft Dynamics 365 | Integration, Dataverse...
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multi stage process permissions - how to

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Posted on by 5

i've created a process with 5 steps in the model driven app. and now i want to allow the entire company access to step 1, but only one team should have access to all steps.

how to do this?

2021_2D00_04_2D00_26_5F00_13_2D00_25_2D00_57.png

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  • Verified answer
    Nya Profile Picture
    29,060 on at
    RE: multi stage process permissions - how to

    Hi,

    The privileges of a security role to the BPF are set for the whole BPF and not for the Stage.

    So it is recommended to create two different BPFs. One only has the first stage and the other has all the stages.

    Then grant the privileges to the security roles of your different teams.

    For example, I created two BPFs for Contact entity. Set a security role only have the privileges for one of them.

     pastedimage1619504249385v1.png

    When I log in as a system administrator, I can see all the stages.

     pastedimage1619504254803v2.png

    When I log in as the security role set, I can see only stage 1.

     pastedimage1619504260849v3.png

    It can also be achieved by getting the user currently logged in with JavaScript, which is a is relatively cumbersome method.

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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