ribbon button and security roles

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Posted on by crmprogrammer2013

2,665

HI,

I've been working on hiding a ribbon button based on the security role. I've seen many articles explaining how to do this with javascript function and an enable rule. For example, this link:

Can we create enable rules for multiple security roles? When I pass the parameter(security role name) to the function.. only those users with the security role are able to see the button. Even System Admins cannot see the button. How do I let the admins see the button always along with the role I am passing?

Thanks for any help.

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Mahendar Pal 45,095 on at

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RE: ribbon button and security roles

Hello,

You need to develop some kind of configuration where you can configure which security roles are allows for particular form button or you could have security role name in some of the field in entity form and then you need to setup a custom java script function which will read the configuration or the value of the entity field based on that it will return true or false from your method.

And now you need to use this custom js function in your button for enable rule.

Thanks

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Rajkumar Rajaraman on at

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RE: ribbon button and security roles

Hello,

You can try to follow the instructions from the below mentioned link:-

rajeevpentyala.wordpress.com/.../check-user-role-in-crm-2011-using-jscript

Hope this helps.

Regards,

R.Rajkumar

"Please mark my answer as verified if you found it helpful"

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Aileen Gusni 44,524 on at

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RE: ribbon button and security roles

Roxanna,

Can..

But again, you need to use javascript.

Use the passing parameter in the ribbon workbench and your JS must be able to capture it.

If you need something easier, you can use privilege rule, you can create new entity a dummy one just to manipulate it.

Thanks

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crmprogrammer2013 2,665 on at

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RE: ribbon button and security roles

Thanks guys for suggestions.

I've followed the link that RajKumar suggested and able to implement. But it lets only the role that I specify to see the button. Even Admins cannot see the button. Should I have to implement the same thing for 'Administrators' role as well?

Thank you.

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Rajkumar Rajaraman on at

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RE: ribbon button and security roles

You should provide your condition from the above link:

if(UserHasRole(‘System Administrator’)){

alert(“Current logged-in user is System Adminstrator”);

return true;//Enable button using ribbon workbench

}

else

{

return false;//Disable button

}

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crmprogrammer2013 2,665 on at

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RE: ribbon button and security roles

Thanks Rajkumar. But if I want to add another security role along with 'System Administrator'... do I have to create another enable rule in the ribbon workbench with the "Value" being 'anotherSecurityRole'?

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anilambadan 1,160 on at

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RE: ribbon button and security roles

Hi

if(isUserInRole (‘System Administrator’, 'userid') || isUserInRole ('another role','userid')){

return true;//Enable button using ribbon workbench

}

else

{

return false;//Disable button

}

isUserInRole = function(roleName, userId)

{

/// <summary>

/// Returns true of the current user has the given security role

/// </summary>

if (userId == null)

{

userId = Xrm.Page.context.getUserId();

}

var roleFound = false;

var serverUrl = Xrm.Page.context.getClientUrl();

var oDataEndpointUrl = serverUrl + "/XRMServices/2011/OrganizationData.svc/";

oDataEndpointUrl += "SystemUserSet(guid'" + userId + "')/systemuserroles_association?$select=RoleId&$filter=Name eq '" + roleName + "'";

$.ajax({

type: "GET",

async: false,

contentType: "application/json; charset=utf-8",

dataType: "json",

url: oDataEndpointUrl,

success: function(data)

{

if (data != null && data.d.results.length > 0)

{

roleFound = true;

}

},

error: function(request, status, error)

{

alert(request.responseText + " : " + status + " : " + error);

}

});

return roleFound;

}

thanks

Anil

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crmprogrammer2013 2,665 on at

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RE: ribbon button and security roles

Thanks for the code. Its not working for me. Please guide me.. What I did was.. I entered the two security role's names and userId(null) as the parameters in the 'Enable Rule'. And the function name as 'isUserInRole'.

What am I doing wrong? Please guide me.

and the same function:

if(isUserInRole (roleName, userId) || isUserInRole (roleName1,userId)){ return true;//Enable button using ribbon workbench } else { return false;//Disable button } isUserInRole = function(roleName, userId) {

Thank you.

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ScottDurow 21 on at

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RE: ribbon button and security roles

Instead of using Javascript, there is a much easier and supported route using ths technique I describe here - ribbonworkbench.uservoice.com/.../76681-hide-a-standard-out-of-the-box-button-based-on-a

You have to simply nominate a privileges per button.

Hope this helps,

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crmprogrammer2013 2,665 on at

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RE: ribbon button and security roles

Thanks Scott. You are awesome. :)

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