How to show and hide button bases on logged in security role?

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Posted on by bharrath

195

Hi friends,

I created one button, "test button". I wanna show button for system customizer role and hide for sales person role. I dont know how to show and hide button based on roles. i have written web api to retrive roles, it is fine but i tried enable roles, still i am able to see test button with sales person role. please help me to achieve this.

Thanks,

Bharath

============================

this is the code i have written, it returns roles successfully

var name;
function roles()
{
var userRoles = Xrm.Page.context.getUserRoles();
for (var i = 0; i < userRoles.length; i++)
{
var userRole = userRoles[i]; // returns the Role Id
alert(userRole);

debugger;
var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/roles?$select=name&$filter=roleid eq " + userRole+ "", true);
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 results = JSON.parse(this.response);
for (var i = 0; i < results.value.length; i++) {
name = results.value[i]["name"];
alert(name);
if (name == 'System Administrator')
{
return true;

}
else
{
return false;
}
Xrm.Page.ui.refreshRibbon();

}
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send();
}
}

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Answers (1)

Verified answer

bharrath 195 on at

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RE: How to show and hide button bases on logged in security role?

Hi friends,

please find the below code and screen shots to show and hide buttons based on security role.

var name;

function roles()

{

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

for (var i = 0; i < userRoles.length; i++)

{

var userRole = userRoles[i]; // returns the Role Id

alert(userRole);

debugger;

var req = new XMLHttpRequest();

req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/roles?$select=name&$filter=roleid eq " + userRole+ "", true);

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 results = JSON.parse(this.response);

for (var i = 0; i < results.value.length; i++) {

name = results.value[i]["name"];

alert(name);

}

} else {

Xrm.Utility.alertDialog(this.statusText);

}

}

};

req.send();

}

}

function showorhide()

{

alert("show or hide");

if (name == "Salesperson")

{

return false;

}

else

{

return true;

}

Xrm.Page.ui.refreshRibbon();

}

first create one command and add custom action for that command and use ur webresource and use function name.

second create enable rule and use custom rule, there u can call js function to show and hide button.

come back to comand, there u can find display rules and enable rules, there u have to click on add enable rule, u can find already created enable rules, use that rule in the comand, save and publish, login with different roles in different browsers and check.

screenshots

user with security role "sales person", "test button" is hiding

user with "system admin" role, "test button" is showing

Hope this helps, If it is helpful hit like.

Thanks,

Bharath
bharrath 195 on at

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RE: How to show and hide button bases on logged in security role?

Hi Andrew,

your suggestion did not solve my problem. can you please help me to solve my problem?

Thanks,

Bharath
a33ik 84,331 Most Valuable Professional on at

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RE: How to show and hide button bases on logged in security role?

Please, don't create duplicated threads.
bharrath 195 on at

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how to hide custom button based on security roles?

hi friends,

Can anyone help me to show and hide button based on security roles.

this is the code i have written. https://community.dynamics.com/crm/f/117/t/302816

Thanks,

Bharath
Suggested answer

a33ik 84,331 Most Valuable Professional on at

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RE: How to show and hide button bases on logged in security role?

Hello,

Check my post - butenko.pro/.../showing-ribbon-button-based-on-the-result-of-async-operation