Customer experience | Sales, Customer Insights,...

Forms and their security roles

(0) Share

Report

Posted on by Vijayakumar Kenchug...

1,077

Hello,

How do we get list of all forms for an entity in CRM along with assigned security roles? Basically, list of security roles and forms assigned to it. Any thoughts?

I have the same question (0)

All responses (8)

Answers (0)

Suggested answer

rthompson 1,532 on at

Like (0)

Report

Have you tried using the Metadata Browser Tool

Was this reply helpful? Yes No
Vijayakumar Kenchug... 1,077 on at

Like (1)

Report

Hi rthompson,

Yes. I have see Metadata browser. It is completely different than what I am asking. It is not helpful.

Was this reply helpful? Yes No
Suggested answer

rthompson 1,532 on at

Like (0)

Report

Try using the XrmToolBox FetchXML builder

Was this reply helpful? Yes No
Suggested answer

Marco.P 2,405 on at

Like (0)

Report
Hi @Vijayakumar Kenchugundu,

i think i've something for you:

You can find more informations about forms by querying the systemform Entity.

Here's a quick codeless way to take a look at those informations:

paste this URL: *YOURORG*/api/data/v9.0/systemforms?$select=formxml,name&$filter=objecttypecode%20eq%20%27contact%27

formxml and name are just two of the systemform's properties that i choose to retrieve, i also filtered the form by retrieving only those related to contact entity.

This is what you should get:

I've highlighted some useful informations such as type,name, roleid (which shows to what user role the form is available to) and formid.

To get role name go to:

*yourORG*/biz/roles/edit.aspx?id={*place here the guid*}

Here you can find the documentation about systemform entity and all properties that could help you to shed light on your form!

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/systemform?view=dynamics-ce-odata-9

Hope it helps!

Marco

If you found the answer helpful for you or other readers, please mark as Verified.

Was this reply helpful? Yes No
Vijayakumar Kenchug... 1,077 on at

Like (1)

Report

Hi Marco,

Thanks for your response. This is going to be definitely a lengthy workaround. I am on CRM Onpremise and have access to database. Is there any query to pull the such results so that it would be easy to get for all forms instead of working on each formxmls one by one?

Was this reply helpful? Yes No
Suggested answer

Marco.P 2,405 on at

Like (0)

Report

On premise...the better!

Query sistyemform entity , maybe use some open xml to retrieve only the roles nodes, join with role to get the role name and filter the objecttypecode to get only the form of a specif entity.

Was this reply helpful? Yes No
Fubar 2,761 on at

Like (0)

Report

As it happens I needed a list of forms the other day, it does not extend to the Security Roles (and is currently set to only find formtype = 2 main) but it will give you a starting point (objecttypecode is the entity) use the FetchXML Builder in XrmToolBox.

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">

<entity name="systemform">

<attribute name="formid" />

<attribute name="name" />

<attribute name="formactivationstate" />

<attribute name="publishedon" />

<attribute name="ismanaged" />

<attribute name="objecttypecode" />

<filter type="and">\

<condition attribute="type" operator="eq" value="2" /></filter>

<order attribute="name" />

</entity>

</fetch>

Was this reply helpful? Yes No
Suggested answer

Ihno 32 on at

Like (0)

Report

Hi, based on the previous answers I found a way to list all forms that are linked to a certain role

1) get the role ID

<fetch>
<entity name="role" >
<attribute name="roleid" />
<attribute name="name" />
<attribute name="businessunitid" />
<filter type="and" >
<condition attribute="name" operator="eq" value="[enter the role name here]" />
<condition attribute="parentroleid" operator="null" />
</filter>
</entity>
</fetch>

2) Filter the forms based on the formxml (it somewhere has <DisplayConditions> and the role ID, see screenshot from Marco P.

<fetch>
<entity name="systemform" >
<attribute name="name" />
<attribute name="publishedon" />
<attribute name="uniquename" />
<attribute name="objecttypecode" />
<attribute name="formxml" />
<filter type="and" >
<condition attribute="formxml" operator="like" value="%DisplayConditions%" />
<condition attribute="formxml" operator="like" value="%[Enter the role ID here]%" />
</filter>
</entity>
</fetch>

Best regards

Ihno

Was this reply helpful? Yes No