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Customer experience | Sales, Customer Insights,...
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Security Roles and dashboard

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Posted on by 8

Hi, 

I have two entities A and B , on entity A form  i am displaying a subgrid of related Entity B.

Security Role X should work in a way that users can read Entity A but have full read write and create access on EntityB.

Which is working fine i have tested.

However, now i have created a dashboard which contain views of entity A displaying records where there is related entityB so user can check and take an action on such records.

I have provided the security role to dashboard and published, dashboard is view-able, however data is not being displayed, not sure why?  Is it because view is for entity A which is read only, but if so still i should be able to view the records?

Does this require a change in security role or i am missing something?

Security role's access level for the two entities is as below:

Entity A:

pastedimage1586349401729v1.png

Entity B:

pastedimage1586349539768v2.png

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  • Suggested answer
    M.Azwar Alam Profile Picture
    on at

    Hi ,

    It seems security roles are fine, can you add full rights on append and append to on entity A and try?

    Mark answer as verified, if it is feasible for you

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