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Hi,
I want to show only one view to a user and want to hide all other views from one user on work order entity. At present i have 10-14 views under this entity.
Do anyone has any idea on how to do this?
I do not want to purchase rolebasedview, so if anyone has any idea, do let us know.
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Kokulan Can you please suggest me how can i achieve the same in UCI. Stuck with same requirement.
Hi,
We have upgraded to UCI, please let me know what changes we should implement in order to achieve the desired functionality.
You could try something like the following
if (!userRoleFound)
{
// Non Sys admin users
if (context.UserId == new Guid("8B719799-5A49-4DB0-8157-415FB21A4186")) // Particular User's ID, you could create method to get the user by name as well
{
ConditionExpression c = new ConditionExpression("name", ConditionOperator.In, new object[] { "View1", "View2", "View2" });
qe.Criteria.Conditions.Add(queryCondition);
}
else
{
// For all other users
ConditionExpression queryCondition = new ConditionExpression("name", ConditionOperator.Equal, "Authorized Contact");
qe.Criteria.Conditions.Add(queryCondition);
}
}
Can you help me further with this query as i have extended my question
Hi there, thanks. It seems that xml code seems working, although I do need little understanding of this query. But for now all ok. I do want to ask what if to particular user I just need to show 3 views.
I Tried repeating this
{
ConditionExpression queryCondition = new ConditionExpression("name", ConditionOperator.Equal, "Authorized Contact");
ConditionExpression queryCondition1 = new ConditionExpression("name", ConditionOperator.Equal, "Authorized User IDs");
qe.Criteria.Conditions.Add(queryCondition);
qe.Criteria.Conditions.Add(queryCondition1);
}
The one view which i was able to see that also stopped working.
I also tried via making object
qe.Criteria.Conditions.Add(cond);
and
and it also not seems to working.
is there any other way via which I can do.
Thank you so much for help.
Hi
There are few ways to do this, since I used Dynamics 365 Developer Toolkit, I do the following to register the plugin on SavedQuery entity.
And in the Primary entity field, if i start searching for Saved query, you can see its available
Note : I forgot to mention, your plugin code example will only work for classic UI, for it to work on UCI, changes will have to be made. Let me know if you want this to work on UCI
Hi There,
I got the code, but as I want to hide all views on my work order entity, I thought that plugin should be created on Work order entity but as now as i have seen few links, many have made the plugin on savedquery. And I don't see this entity in my CRM can you please tell me what step I should take?
Well, that was open source and its old version but still free for use I think but your plugin is a better solution as you have full control over and its lightweight so I would recommend you stick with plugin approach.
I have had a look your plugin code, please see my feedback/suggestions below
You only want to display the Authorised Contact view if the user is not sys admin, so you may want to change the condition as shown below
string roleName = "System Administrator";
bool userRoleFound = VerifyIfUserHasRole(roleName, context.UserId, crmService);
if (!userRoleFound)
{
ConditionExpression queryCondition = new ConditionExpression("name", ConditionOperator.Equal, "Authorized Contact");
qe.Criteria.Conditions.Add(queryCondition);
}
And you could also the VerifyIfUserHasRole to the following, just to get rid of FETCH XML
public bool VerifyIfUserHasRole(string roleName, Guid userId, IOrganizationService crmService)
{
var QEsystemuser = new QueryExpression("systemuser");
QEsystemuser.Distinct = true;
QEsystemuser.ColumnSet.AddColumns("fullname", "systemuserid");
var QEsystemuser_systemuserroles = QEsystemuser.AddLink("systemuserroles", "systemuserid", "systemuserid");
var QEsystemuser_systemuserroles_role = QEsystemuser_systemuserroles.AddLink("role", "roleid", "roleid");
QEsystemuser_systemuserroles_role.EntityAlias = "aa";
QEsystemuser_systemuserroles_role.LinkCriteria.AddCondition("name", ConditionOperator.Equal, roleName);
return crmService.RetrieveMultiple(QEsystemuser).Entities.Count > 0;
}
Is there some license for this, Do we have to purchase this? I don't want to purchase it. IS writing the plugin is last option? I am thinking of editing the attached code.code-for-plugin.txt
Hi
You could look into controlling the views using the following third-party tool. Please note that the tool is not maintained by the dev on this site but it should work
www.powerobjects.com/.../assigning-system-views-based-security-roles-dynamics-crm
If you do not like to use the third party solution, you may end up creating a retrieve multiple plugin on Saved Query to filter the list of views returned based on the current user.
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