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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Hide /Show a button b...
Microsoft Dynamics CRM (Archived)

Hide /Show a button based on Security Role ( Using Ribbonworkbench ) ?

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Posted on by Mclare 1,395

Hello All,

I am using Following Javascript  to get  current role of User .  

How should i enable and disable a button using below  Js in Ribbon workbench .

Can anyone help me on this ?   Thank you :)

function getUerRoles()

{

var roleid = Xrm.Page.context.getUserRoles();
var name;
for (var i = 0; i < roleid.length; i++) {
var roleID = roleid[i];
var RoleName = getRoleName(roleID);
if (RoleName == 'System Administrator') {
return true;

   }
else
   {
return false;
}

}


}
function getRoleName(roleID) {


  var serverUrl = Xrm.Page.context.getClientUrl();
var OdataURL = serverUrl + "/XRMServices/2011/OrganizationData.svc" + "/" + "RoleSet?$filter=RoleId eq guid'" + roleID + "'";
var roleName = null;

$.ajax({
type: "GET",
async: false,
contentType: "application/json; charset=utf-8", datatype: "json",
url: OdataURL,
beforeSend:
function (XMLHttpRequest) {
XMLHttpRequest.setRequestHeader("Accept", "application/json");
},
success:
function (data, textStatus, XmlHttpRequest) {
var result = data.d;
roleName = result.results[0].Name;
},
error:
function (XmlHttpRequest, textStatus, errorThrown) {
// alert('OData Select Failed: ' + odataSelect);
}
});
return roleName;

}

*This post is locked for comments

  • Suggested answer
    Ravinder Singh Jamwal Profile Picture
    Ravinder Singh Jamwal 65 on at
    RE: Hide /Show a button based on Security Role ( Using Ribbonworkbench ) ?

    For custom rule juts set default to "True" Instead of " False"

  • Suggested answer
    mischke Profile Picture
    mischke 10 on at
    RE: Hide /Show a button based on Security Role ( Using Ribbonworkbench ) ?

    Sadly I was unable to get the $.ajax call to work in the code above.

    So here is the code that I ended up going with.

    The request object was created via CRM REST Builder v2.6.0.0

    Found configuration within Ribbon Workbench less than straight forward, so I'll reiterate:

    Add ENABLE RULE.

    Un-customised (IsCore): False

    FunctionName: SalesOrder.shouldUserSeeButton

    Library: <path to JavaScript web resource>

    Then right click the desired ribbon button and Customise Command.
    Under the command's Enable Rules, add the newly created Enable Rule.

    Code from the JavaScript web resource:

    var SalesOrder = (function () {
    var roleMatched = false;

    var doesUserRoleMatch = function(roleId) {

        var req = new XMLHttpRequest();
        req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/roles(" + roleId + ")?$select=name", false); // false == synchronous call
        req.setRequestHeader("OData-MaxVersion", "4.0");
        req.setRequestHeader("OData-Version", "4.0");
        req.setRequestHeader("Accept", "application/json");
        req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
        req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
        req.onreadystatechange = function () {

            if (this.readyState === 4) {
                req.onreadystatechange = null;
                if (this.status === 200) {
                    var result = JSON.parse(this.response);
                    var name = result["name"];

                    if (name === 'System Administrator') {
                        roleMatched = true;
                    }
                    else {
                        roleMatched = false;
                    }

                } else {
					//Xrm.Utility.alertDialog('Status Text: ' + this.statusText);
                    console.log('Status Text: ' + this.statusText);
                }
            }
        };
        req.send();
    };
    return {
        shouldUserSeeButton: function() {

			//debugger;
		
            var userRoleIds = Xrm.Page.context.getUserRoles();
    
            for (var i = 0; i < userRoleIds.length; i++) {
                var roleId = userRoleIds[i];

                doesUserRoleMatch(roleId);
    
                if (roleMatched) {
                    return true;
                }
            }
    
            return false;
        }
    };
})();


  • mischke Profile Picture
    mischke 10 on at
    RE: Hide /Show a button based on Security Role ( Using Ribbonworkbench ) ?

    I've amended code and will confirm once I've verified it's working.

    function getUserRoles() {

    var userRoleIds = Xrm.Page.context.getUserRoles();

    for (var i = 0; i < userRoleIds.length; i++) {
        var roleId = userRoleIds[i];
        var roleName = getRoleName(roleId);
        if (roleName == 'System Administrator') {
            return true;
        }
    }

    return false;
}

function getRoleName(roleId) {

    var serverUrl = Xrm.Page.context.getClientUrl();
    var odataUrl = serverUrl + "/XRMServices/2011/OrganizationData.svc" + "/" + "RoleSet?$filter=RoleId eq guid'" + roleId + "'";
    var roleName = null;

    $.ajax({
        type: "GET",
        async: false,
        contentType: "application/json; charset=utf-8", datatype: "json",
        url: odataUrl,
        beforeSend:
            function (XMLHttpRequest) {
                XMLHttpRequest.setRequestHeader("Accept", "application/json");
            },
        success:
            function (data, textStatus, XmlHttpRequest) {
                var result = data.d;
                roleName = result.results[0].Name;
            },
        error:
            function (XmlHttpRequest, textStatus, errorThrown) {
                //alert('OData Select Failed: ' + odataSelect);
            }
    });
    return roleName;

}
  • RugerSR762 Profile Picture
    RugerSR762 375 on at
    RE: Hide /Show a button based on Security Role ( Using Ribbonworkbench ) ?

    I have a requirement very similar to where I need to hide the Deactivate button for all users except for users of three roles... one of which is the System Administrator.  I attempted to follow the steps outlined within this thread, confirmed repeatedly that I have done each step as described/instructed, yet either the button is hidden for everyone or it is visible to everyone.  

    I used the code below to create a JScript webresource in D365, then published it:

    // Check if the user is a system admin

function getUserRoles() {
    var roleid = Xrm.Page.context.getUserRoles();
    var name;
    for (var i = 0; i < roleid.length; i++) {
        var roleID = roleid[i];
        var RoleName = getRoleName(roleID);
        if (RoleName == 'System Administrator' || RoleName == 'Sales Admin' || RoleName == 'Prog Admin') {
            return true;
        }
        else {
            return false;
        }
    }

}
function getRoleName(roleID) {

    var serverUrl = Xrm.Page.context.getClientUrl();
    var OdataURL = serverUrl + "/XRMServices/2011/OrganizationData.svc" + "/" + "RoleSet?$filter=RoleId eq guid'" + roleID + "'";
    var roleName = null;
    $.ajax({
        type: "GET",
        async: false,
        contentType: "application/json; charset=utf-8", datatype: "json",
        url: OdataURL,
        beforeSend:
        function (XMLHttpRequest) {
            XMLHttpRequest.setRequestHeader("Accept", "application/json");
        },
        success:
        function (data, textStatus, XmlHttpRequest) {
            var result = data.d;
            roleName = result.results[0].Name;
        },
        error:
        function (XmlHttpRequest, textStatus, errorThrown) {
            // alert('OData Select Failed: ' + odataSelect);
        }
    });
    return roleName;
}

    In Ribbon WorkBench: 
    Right-clicked "Deactivate", then selected "Customise Command"

    RWB_5F00_NewRule.PNG

    In the Commands area, I selected Mscrm.HomepageGrid.Deactivate, then under Enable Rules, added a new Enable Rule:
    RWB_5F00_NewRule.PNG

    Obviously I have done something wrong or the code is bad.  Any suggestions?

  • RZP Profile Picture
    RZP 85 on at
    RE: Hide /Show a button based on Security Role ( Using Ribbonworkbench ) ?

    I am trying to Hide/Show the Qualify Lead Button based on the Security Role of the end user.  Can the above script accomplish this?  

    Thanks. 

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Hide /Show a button based on Security Role ( Using Ribbonworkbench ) ?

    here i am getting only one value in object

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Hide /Show a button based on Security Role ( Using Ribbonworkbench ) ?

    yyy.pngyyy.png

    i have given three roles but in console it is showing only sales manager 

    role = makeRequest(selectQuery);
    console.log(role);

    this i wrote to see in console

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Hide /Show a button based on Security Role ( Using Ribbonworkbench ) ?

    hello,

    see you can check opening console window click F12(Google chrome) and copy paste you code and check whether it is taking the same value you want

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Hide /Show a button based on Security Role ( Using Ribbonworkbench ) ?

    can u pls suggest the code what i have too use to get second role too if my logic is wrong

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Hide /Show a button based on Security Role ( Using Ribbonworkbench ) ?

    hi nilofer i tried to check both roles here i am just getting and alerting roles but i am getting error One of the scripts for this record has caused an error.

    TypeError: Cannot read property 'Name' of undefined at onLoad (selfemployeemi.crm8.dynamics.com/.../new_enablingButtonBasedOnroles)

      var RoleName = role[0].Name;

           var RoleName1 = role[1].Name;

           alert("Role Name1=" + RoleName1 + " Role Name=" + RoleName);

    this is what i have wrote is this correct pls correct me

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