Hide button based on access to individual entity

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Posted on by KG_CRM

The example at [Hide a standard 'out of the box' button based on a users security roles] shows how to show/hide a button based on if a user has global delete permission of contacts, but how do I have it check the 'Write' permission of just the entity that's open instead of a global permission? I know to change PrivilegeType to 'Write' but what do I set PrivilegeDepth to? Do I do anything with AppliesTo? The button I'm trying to show/hide is on the main form and not a subgrid.

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Mahendar Pal 45,095 on at

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Hello,

Please check ribbon xml reference, it will help you define your display rule

PrivilegeDepth to- Is basically access level of the user that you want to validate.

Applies To - Is related to form or subgrid, so as your button is on the main form it should be PrimaryEntity

refer: msdn.microsoft.com/.../gg334239.aspx;MSPPError=-2147217396

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KG_CRM on at

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Your link doesn't work, but I found the reference you were referring to:

msdn.microsoft.com/.../gg334239.aspx

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KG_CRM on at

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So if the user has Global write access but I set the rule's PrivelegeDepth to Basic, would it return True or False? I'm guessing and hoping it returns True.

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Mahendar Pal 45,095 on at

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As you want to validate if user has basic access level or not, so it will return false if user will have global access, it will only return true in case user will have basic user level access.

Thanks

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KG_CRM on at

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So to check if a user has basic user access or higher I'll need 4 display rules for Basic, Local, Deep, and Global? Maybe an Or Rule that has all 4?

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Mahendar Pal 45,095 on at

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What is your requirement, when you want to show this button ? which access level you want to check ?

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KG_CRM on at

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I want to show the button if they can write to the record, regardless of privilege depth. If they cannot write to the record, I don't want to show the button.

With a different button I also have a need to do the opposite; display it if the user doesn't have write permission, but if I understand how to do one button I can figure out how to do the other.

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ScottDurow 21 on at

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Hi - if you select Basic then the rule will return true even if the user has a greater level of access.

Hope this helps,

Scott

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KG_CRM on at

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Thanks Mahendar and thanks Scott for your help.

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Mahendar Pal 45,095 on at

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Yes, Scott is correct, I was wrong in my previous reply, if you user will have higher access level it will return true in basic as well.

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