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how I can implement field level security in Adxsutudio ?

Posted on by 1,431

Is there possibility of implementing field level security in Adxstudio forms using CRM security model or by using portal security model ?

Basally anything other then just hiding or removing field(s) from form or make separate forms for roles. Please share your thoughts, I highly appreciate your input folks.

 

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how I can implement field level security in Adxsutudio ?

    https://youtu.be/VMEFy3bpE5c

  • Verified answer
    Tino Rabe Profile Picture
    Tino Rabe 650 on at
    RE: how I can implement field level security in Adxsutudio ?

    Hi Yawer,

    no, you cannot as the CRM security model and the Portal security model differ dramatically.

    That means, the CRM field level security is not respected by the Portal framework at all.

    I see the following options to achieve your requirements:

    Configuration approach:

    1. Organize your contact in a dedicated Web Role.
    2. That Web Role has a dedicated Web Page Access Control Rule.
    3. That Web Page Access Control Rule gives access to a dedicated Web Page.
    4. That Web Page hosts a dedicated Entity Form/ Web Form.
    5. That Entity Form / Web Form hosts a dedicated CRM Form with only those fields, which the Portal user is allowed to see/edit.

    Code approach (either applied in a template or per each Web Page individually):

    1. Organize your contact in a dedicated Web Role.
    2. Query the Web Role via Liquid.
    3. Enable/disable fields via CSS using Liquid.
    4. Inject custom JavaScript for further manipulation based on the output of the Liquid query.

    Best regards.

  • Haansi Profile Picture
    Haansi 1,431 on at
    RE: how I can implement field level security in Adxsutudio ?

    Thank you Ravi, I have updated my question.

    So basically asking if I can use CRM security model or Portal security model offer such a feature.

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: how I can implement field level security in Adxsutudio ?

    Hi Yawer,

    AFAIK CRM's Security mechanism is in-built only for CRM. As Portals is a separate product, you need to implement something custom to achieve this (if possible).

    I guess that's why portals has a different model for entity security i.e. using entity permissions.

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