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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Business Process Flows...
Microsoft Dynamics CRM (Archived)

Business Process Flows and Security Roles

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Posted on by J. See 780

Hi,

In my business process flow (in an opportunity entity), only Security Role A is allowed access through the "Enable Security Role" when I created the BPF. However, Security Role B still sees the business process flows. Any ideas on why Security Role B can see the BPF for security role A?

Thanks in advance!

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  • Community Member Profile Picture
    Community Member on at

    Hello,

    Were the security roles enabled after Role B users created records with the active BPF?

    Thanks!

  • J. See Profile Picture
    J. See 780 on at

    Both. I have records created both and after but the bpf is still showing. :(

  • TimUK Profile Picture
    TimUK on at

    Hi, I'm also experiencing this in CRM Online

  • dpkr28 Profile Picture
    dpkr28 135 on at

    Go to Opportunity entity and Click on "Edit Process" button.

    Check Security Role B is able to see BPF By using Enable Security Role

  • Community Member Profile Picture
    Community Member on at

    Hello,

    Yes, I have encountered the similar behavior. Suppose a role B user has created a record with an active BPF for all security roles. Now we have enabled the BPF for only one role, say Role A. When Role B user opens the record again, he will be able to see the BPF. But when Role B user tries to create a new record, he will no longer be able to see the BPF.

    Thanks!

  • J. See Profile Picture
    J. See 780 on at

    @dpkr28, Yes, I already did that. :( I've included expounded steps just so we're on the same page.

    1.  Security Role B (has no access to BPF) creates a record. On save, when the form loads I do not see the BPF which is the correct behavior.

    2. Security role A (which has access to BPF) retrieves the record created in step 1, and updates the BPF component of the record.

    3. Security Role B reloads record in step 1. Security Role B is able to see the BPF component and I can also modify the BPF.

    Is this the correct behavior? :(

  • TimUK Profile Picture
    TimUK on at

    I'm experiencing what you describe, but also am not sure if this really is the correct behaviour, this MSDN article: technet.microsoft.com/.../dn531164.aspx says:

    "Each record can have only one business process flow at a time. When any user applies a different process, that process is the one that the next user to view the record will see. If someone’s security roles do not allow them to use a specific business process flow, the current business process flow will be visible, but disabled."


    So if a business process flow has been 'started' against a record, everyone else regardless of security role will be able to see it.  However, according to that they should not be able to edit the stages as you have reported in step 3, this is what my 'Security Role B' also seems to be able to do which doesn't seem correct.

  • Community Member Profile Picture
    Community Member on at

    Hello,

    I saw the same problem being reported over a yaer ago, the link for which is mentioned below:-

    https://community.dynamics.com/crm/f/117/t/120544.aspx

    Further to this issue, there is a document titled:- "Process Enablement with Microsoft Dynamics CRM 2013" (by Hayley Bass & Roger Gilchrist) which mentions about the security of business process flow:-

    "The permissions around the business process flow dictate who can activate and assign the business process flows to records, not who can see them when in progress. Because no data is stored directly in the business process flows, the security access of the data is handled by the underlying entities and records."

    There are also other security know hows relating to business process flows in the document.

  • dpkr28 Profile Picture
    dpkr28 135 on at

    Hi J See,

    MSCRM BPF behaviour like that only,it is only applicable for new records not for exciting records,still if we want hide BPF for already exciting write JS

    below java script is help full for hiding BPF

    // Hiding BPF in MSCRM 2013

    function hideBpf() {
    document.getElementById('header_process_d').style.display = "none";
    document.getElementById('header_process_d').style.display = "block";
    }

    // Hiding BPF in MSCRM 2015

    function HideBpf() {
    Xrm.Page.ui.process.setVisible(false);
    Xrm.Page.ui.process.setVisible(true);

    }

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