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How to limit access to action inside of entity? RRS feed

  • Spørgsmål

  • Hello,

    I need to allow access to 'purchase orders' but don`t allow some users to change the status to 'completed'.

    Can I prevent some users from changing status while allow them to do the rest of the things?

    12. marts 2012 06:45

Svar

Alle besvarelser

  • Hello,

    Unfortunately you can't do it with security roles/rights but you can do it with plugins.

    12. marts 2012 06:59
    Besvarer
  • You could add some display rules onto the ribbon button so certain users won't see the button.
    12. marts 2012 07:12
  • DisplayRule won't work as it does not support custom javascript function but <enablerule> can work.

    here is a sample

    http://dynamicscrm2011.wordpress.com/2011/05/19/ribbon-customization-part-11enabledisable-ribbon-button-based-on-security-role/

    I hope this helps.


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

    12. marts 2012 09:34
  • Hello,

    I`m new in CRM 2011. I saw the link but:

    1. Where do I put the 2nd and 3rd code blocks?

    2. What if I want it to show in several roles, not just 'system administrator'?

    Please help
    13. marts 2012 12:56
  • Hi All the javascripts code is going into a javascript webresource. All the other xml stuff is going into the customization.xml file, after you export the solution. You can compare any role you want. I hope this helps.

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

    14. marts 2012 09:38
  • Hi Adzzer,

    How does the user can change  the status  in webform ? is this status values set in a dropdownmenü?

    i think you  "field security profiles" will be adapted in your case. Now you have to build a workflow that will automatically change the status to "completed" when the condition you set has been fufilled


    If this post answers your question or was helpful, please click "Mark As Answer" on the post and "Mark as Helpful" Be wise

    14. marts 2012 10:32
  • Hi,

    @TheeNerd01: The mark completed is on the top menu or the left.

    @Amreek Singh: I`m new at this. How do I export the solution? why should I export the solution when I`m using it where I created it?

    Thank you

    Adzzer

    18. marts 2012 13:08
  • Adzzer: you export the solution so you can unzip it, change the xml to include the enable rules you want and then zip it back up and re-import it. You can't get at the Ribbon definitions directly through customisation GUI like you can so many other things.

    Hope this helps. Adam Vero, MCT

    • Markeret som svar af Adzzer 2. april 2012 08:27
    19. marts 2012 19:26