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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / how I can implement fi...
Microsoft Dynamics CRM (Archived)

how I can implement field level security in Adxsutudio ?

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Posted on by Haansi 1,433 Moderator

Is there possibility of implementing field level security in Adxstudio forms using CRM security model or by using portal security model ?

Basally anything other then just hiding or removing field(s) from form or make separate forms for roles. Please share your thoughts, I highly appreciate your input folks.

 

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  • RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi Yawer,

    AFAIK CRM's Security mechanism is in-built only for CRM. As Portals is a separate product, you need to implement something custom to achieve this (if possible).

    I guess that's why portals has a different model for entity security i.e. using entity permissions.

  • Haansi Profile Picture
    Haansi 1,433 Moderator on at

    Thank you Ravi, I have updated my question.

    So basically asking if I can use CRM security model or Portal security model offer such a feature.

  • Verified answer
    Tino Rabe Profile Picture
    Tino Rabe 652 on at

    Hi Yawer,

    no, you cannot as the CRM security model and the Portal security model differ dramatically.

    That means, the CRM field level security is not respected by the Portal framework at all.

    I see the following options to achieve your requirements:

    Configuration approach:

    1. Organize your contact in a dedicated Web Role.
    2. That Web Role has a dedicated Web Page Access Control Rule.
    3. That Web Page Access Control Rule gives access to a dedicated Web Page.
    4. That Web Page hosts a dedicated Entity Form/ Web Form.
    5. That Entity Form / Web Form hosts a dedicated CRM Form with only those fields, which the Portal user is allowed to see/edit.

    Code approach (either applied in a template or per each Web Page individually):

    1. Organize your contact in a dedicated Web Role.
    2. Query the Web Role via Liquid.
    3. Enable/disable fields via CSS using Liquid.
    4. Inject custom JavaScript for further manipulation based on the output of the Liquid query.

    Best regards.

  • Community Member Profile Picture
    Community Member on at

    https://youtu.be/VMEFy3bpE5c

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