optionset visibility based on security role

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Help me out of Working with Optionsets for example letz say I have an optionset with values A1,A2,A3,A4 and based on User security role I want to show A1,A2 to User 1 and A3,A4 to User 2

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RudyZhang Microsoft Employee on at

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optionset visibility based on security role

Hi,

Your request to control the content of the option set through security roles is not supported.

Our team, at first, considered field security, but field security can only control the entire field and not the specific options in the field.
Later, based on an article on the D365 DEMYSTIFIED website, which mentions the use of JavaScript code to hide specific options in an option set, the link to the article is as follows.
https://d365demystified.com/2023/01/10/hide-options-from-optionset-using-javascript-in-dynamics-365-crm/

Based on this article we propose the following possible solutions
Step1, get the security role of the current user, because a user may have more than one security role, we will use the form of traversal.
Step2, compare the security role with the set security roles.
Step3, according to the comparison result, replace the corresponding option value.

Below is some sample code, please note that the JavaScript code needs to replace "Role1 GUID" and "Role2 GUID" with the GUIDs of the actual roles you want to check and replace "new_optionsetfieldname" with the logical name of your option set field. This code should be added to the form's web resource and the "Onload" event should be set in the form's "Form Properties" to call the onload function.
function onLoad() { var currentUserRoles = Xrm.Utility.getGlobalContext().userSettings.roles; var userHasRole1 = false; var userHasRole2 = false; // Replace "Role1 GUID" and "Role2 GUID" with the GUIDs of the roles you want to check var role1GUID = "Role1 GUID"; var role2GUID = "Role2 GUID"; // Check if the current user has Role 1 for (var i = 0; i < currentUserRoles.length; i++) { if (currentUserRoles[i].id === role1GUID) { // Use currentUserRoles[i].id here userHasRole1 = true; break; } } // Check if the current user has Role 2 for (var i = 0; i < currentUserRoles.length; i++) { if (currentUserRoles[i].id === role2GUID) { // Use currentUserRoles[i].id here userHasRole2 = true; break; } } // Get the option set field var optionSetField = Xrm.Page.getAttribute("new_optionsetfieldname"); if (userHasRole1) { // Set the option set values for User 1 optionSetField.setValue(100000000); // A1 optionSetField.setValue(100000001); // A2 } else if (userHasRole2) { // Set the option set values for User 2 optionSetField.setValue(100000002); // A3 optionSetField.setValue(100000003); // A4 } }

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Rudy Zhang