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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Security Roles Assigne...
Microsoft Dynamics CRM (Archived)

Security Roles Assigned to Forms - not working as expected

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Posted on by crmrsw15 685

Hi,

I have 3 groups of users who can currently access 3 different versions of account forms. I want to lock it down so each group of users can only access 1 form that is relevant to them. I have created and assigned the security roles and enabled each form for only one security role.

What I would expect is that when any user opens an account they will see only the form that is relevant to them. However, what I am finding is that if a user had last viewed form A, but were now assigned form B then they would see form A again. I would have thought they would have been shown form B as that is all they have security access to.

Am I missing something or is this a security bug? Surely, MS wouldn't purposely allow someone to see a form which they no longer have security access to? 

Any help to resolve would be appreciated.

Richard

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I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    I believe it's a bug. Give back access to form A, user need manually change form to B, disable access to form A. After it user can't select back form A.

  • crmrsw15 Profile Picture
    crmrsw15 685 on at

    Thanks for your reply.

    I may have to do this via code then as we have over 350 users and asking them all to do this will be almost impossible to manage.

  • Community Member Profile Picture
    Community Member on at

    Check this gonzaloruizcrm.blogspot.ru/.../avoiding-form-reload-when-switching-crm.html

  • crmrsw15 Profile Picture
    crmrsw15 685 on at

    Thanks Uriy

  • crmrsw15 Profile Picture
    crmrsw15 685 on at

    I found code no longer works after update and is unsupported as stated here: community.dynamics.com/.../168773

    The post recommends using JS to switch forms. However, in this case it is not possible as the form that is loading is not in the formselector, and in fact the formselector doesn't exist as the user has only one form. so there is no way for me to check whether the form loaded is the correct one.

    Any further help would be appreciated.

  • Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at

    Hello.

    One thought...

    Which form is marked as the fallback-one?

    When a user has access to one or more forms, they will be displayed in the form selector. When an user opens a record it will be opened in the last used form by the user.

    Kind regards,

    Karsten

  • crmrsw15 Profile Picture
    crmrsw15 685 on at

    I don't have any fallback forms as the 3 groups each have their own set of forms.

    It seems like a security hole that a user can see a form even if they don't have access to it, just because it was the last viewed form! I would have thought MS would have thought about access rights changing.

  • Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at

    You must define a fallback form... one of your forms is for fallback. Please verify which form!

  • crmrsw15 Profile Picture
    crmrsw15 685 on at

    The form that I want each unit to specifically see has been set as the fallback but no difference. They are still seeing the one they don't have access to!

  • Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at

    So, please show us the configuration for each form.

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