Microsoft Dynamics CRM (Archived)

How to achieve the functionality on user entity.

(0) Share

Report

Posted on by EmployeeOcta

Hello All Experts,

I have two custom fields on the user entity form.

i want this fields needs to be filled or updated by the user who is only logged in.

i mean the user himself needs to create or update the record but not the other user should do anything with this.

why i am asking this question because user form is visible by anybody who logged in to the crm.

*This post is locked for comments

I have the same question (0)

All responses (10)

Answers (0)

Suggested answer

Mahendar Pal 45,095 on at

Like (1)

Report

What data you can modify and can create depends on your security role, if other user have permission they will be able to update user record. One option could be to implement your custom plugin logic to restrict update on your field, you can validate if user record GUID match with current user GUID only then allow them to save otherwise throw error.

Thanks

Was this reply helpful? Yes No
EmployeeOcta 6 on at

Like (0)

Report

Hello Himbap,

if i follow below logic inside the custom plugin will that work.

if (userid belongs to System Administrator Role OR System Customizer role OR dbuserid=userid)

// logic here for create or update

else

message as permission issue.

Was this reply helpful? Yes No
Suggested answer

Mahendar Pal 45,095 on at

Like (1)

Report

Yes, you don't want to put logic if your condition is true so you can simply check

If(user !=Sys Admin or Sys Customizer or dubuserid=currentuserid)

throw exception

Thanks

Was this reply helpful? Yes No
EmployeeOcta 6 on at

Like (0)

Report

Hello Experts,

I am confused on one point , how do i know the logged in user is same and he himself is updating the form.

Was this reply helpful? Yes No
EmployeeOcta 6 on at

Like (0)

Report

Hello HIMBAP,

the dubuserid=currentuserid is i think wrong?

i think we need to check entityid=currentuserid

Was this reply helpful? Yes No
ashlega 34,477 on at

Like (0)

Report

It's probably the same - dbuserid would likely mean entityid in the context of this thread

BTW, another way to do this would be to create a new custom entity, and to put those fields there.. then to have a lookup from the user entity to that new custom entity.. And to assign that lookup record to the user (then you will be able to control access through the security roles)

Was this reply helpful? Yes No
EmployeeOcta 6 on at

Like (0)

Report

Hello Alex,

I am thinking of when user A logs in CRM and open User B form and try to update two fields of User B form at that time how will i know that the form is being by the same person whose form it is.

I mean User B should only modify his fields and not User A.

this thing i want to achieve using Plugins.

Was this reply helpful? Yes No
ashlega 34,477 on at

Like (1)

Report

Hi,

I think that's exactly what you discussed with HIMBAP - just check if context.userId is the same as the ((Entity)context.InputParameters["Target"]).Id

If, on the other hand, you wanted to avoid using a plugin.. you could move those fields to a dedicated user-owned custom entity, add a lookup to the System User entity (which would be referencing that custom entity), and configure security to only allow access to the records owned by the user. In that case, your users won't be able to fill in such fields directly on the system user form, but they could open that custom entity through the lookup field and update the fields. You'll have to make sure they can't update the lookup itself, so you may also need field security.. and you may also need a workflow running under your own admin account to initially populate that lookup whenever a system user record is created.

Was this reply helpful? Yes No
EmployeeOcta 6 on at

Like (0)

Report

Hello Alex,

I cannot do like that because the system already moved on production.

whatever is there i need to do it on this existing form only.

Was this reply helpful? Yes No
ashlega 34,477 on at

Like (0)

Report

Then you have to use a plugin as HIMBAP suggested (although, technically it's also a change in production.. but it's "hidden" from the users)

Was this reply helpful? Yes No

Community site session details

How to achieve the functionality on user entity.

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Featured topics

Product updates

Community site session details

How to achieve the functionality on user entity.

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Featured topics

Product updates