How do i give a permission to create related record from parent record using share functionality?
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So you would have two parts permissions wise.
1) Whether or not a user is allowed to create records
2) Whether or not they have permission to append and append to. If append and append to on the appropriate entities are set to a restricted level, say user then they would only be able to relate the record to a record they either own or that is shared to them.
Hi Raghav,
The user should have to have Create permission at least at user-level on the related entity to create a record and when the record is shared, you have to grant Append privilege so that they can set the parent lookup on the related record.
For 1st Can you please let me know how do i modify privilege level for Custom entity in a security role?
For 2nd Relate means that we can create related record?there are two grids in that entity 1:N and N:N so will i able to create after applying append and append to.?
@Kokulan ,I have two related section in that 1:n and N:n So when sharing to which i have to give append and to which append to So that he Can create new record after clicking on+ button?
Hi
The record you are sharing (Parent record), when you share as I have shown in the screenshot in my above post, you have to tick the Append permission. This would allow this parent record to be used as the lookup on related entities.
And to append a related entity with the parent lookup value, you have to have Append To on the related entity. And the user also needs create/update permissions on the related entity.
@Kokulan I just wanted to tell you that user will create record through + button in subgrid through parent ,+ button is basically customised it upload documents and upload document is an entity.1st entity is Project related entities are Upload Document and Attached documents where Project and Upload Documents have N:N and Project and Attach document have 1:N. So will it be able to create when i apply append on Project and Append to on both?Please reply
Hey
I have done a quick test, see the results.
When I share the project, if I tick the Append, I get + button on both N:N and 1:N as shown below
When I share the project record, If I don't give Append permission, the + button won't be displayed
And I have given Append To to both Upload Document and Attach Document, at least at user level.
Ohh Thanku So much ,And both related entities should have create access atleast user level also in security role given to user?If it does not have Do you know how to give access level of create by retreiving security role through code .I have retreived Security role but didnt find how to give privelege through c# in custom entity? I have researched about AddPrivilegesRoleRequest Class. Can you tell me if you know how can i give privlege through it?
Have you given append to on the related entity by going to security roles, i also need to give them that access through code but dont know to how to give???
Yes, I have given Append To in the security role.
To answer your question on Adding privileges, the typical practice is, you create a security role (let's call it "Upload Permissions") that has necessary permissions for Upload Document and Attach Document entity.
And then whenever you share the project record, you could check if the user has the Upload Permission security role and if not, you can associate that role with the user, see the link below for an example
docs.microsoft.com/.../sample-associate-security-role-user
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