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Microsoft Dynamics CRM (Archived)

Can we hide sections of forms from specific users?

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Is there any way to hide specific sections of forms from users or only have them display for users we want?

I haven't been able to find this in configuration. 

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  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    You will have to develop code to make it work.

  • Verified answer
    John Baptiste Bily Profile Picture
    50 on at

    Hi,

    The only possibility is through adding Javascript into your form.

    There the How-to step-by-step for hide/show a section

    • Edit From Properties
      Form04.png
    • Add a new library
      Form02.png
    • Add a new ressource
      Form03.png
    • Create a new JScript (SAVE + PUBLISH)
      • function Hidesection() {

        Xrm.Page.ui.tabs.get("name of your tab").sections.get("name of your section").setVisible(false); 

        }

        Form04.png
    • Add the Event Handler - OnLoad

    Form05.pngForm06.png

    • Save+Publish your Form

    And there your section is hidden

    NB: setVisible(false) => hidden // .setVisible(true) => visible

  • Suggested answer
    khoait Profile Picture
    452 on at

    Hi. There is no OOTB way to do it. I would write javascripts for this functionality.

    1. In the code, get the list of allowed users (hard-coded, or from a custom field in user entity, or from a custom entity)

    2. Check if the current user is in the list.

    3. Show/hide sections accordingly.

    Hope it helps.

  • Verified answer
    Rawish Kumar Profile Picture
    13,758 on at

    you can use below blog : crmblocks.blogspot.in/.../show-hide-section-on-basis-of-security.html

    kindly replace the odata call with Wep API.

  • Community Member Profile Picture
    on at

    Hi John B Bily,

    is there a way to connect this to one or multiple security roles?

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