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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Hide a records visibil...
Microsoft Dynamics CRM (Archived)

Hide a records visibility based on an event

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Posted on by Nijos 1,672

Hi,

I have a requirement to hide a record in the from all other users except the users who hides it.

That is, I have a product and when the sales manager selects the option "block this product for my client", the this product should be visible to this sales manager only. This product should be hidden from others. How I can achieve this requirement?

Thanks in Advance

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  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,308 User Group Leader on at

    Hi Nijos, Hiding Fields, Options and Sections on a Form is something we can do with either Business Rules or JS. However Access to data / records is controlled by the crm security model which is based on record ownership & security roles. so depending on how you are showing your products (fields vs line items) then you will need to consider this.

    I hope this helps :)

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi Nijo,

    You achieve this requirement by doing some customization and writing the plugin on retreive multiple of products entity , what you can do create one lookup of user on product entity and ones you clicked on block this product for my client then just set the current user to the custom lookup of user on product entity.

    And write the retrieve multiple plugin on product entity and filter the product, if the current user is not equal to user of custom lookup then filter it from the collection.

  • Nijos Profile Picture
    Nijos 1,672 on at

    Hi Mohit,

    Initially I tried with option and this works perfect for a great extend. But I want to avoid the plugins and codes to reduce the page loading overheads, that is why am looking an option which uses the CRM builtin features

    Thanks,

    Nijo

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Nijo,

    As per you requirement i don't' think so it is achievable through OOB.

    Are you facing any performance issue with this approach ?

  • Nijos Profile Picture
    Nijos 1,672 on at

    Hi Mohit,

    YesI am facing performance issues with this approch

    Thanks,

    Nijo

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