Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Confidential Custom Activity Entity RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote
    We have a requirement for a new activity that can only be seen by a Partner security role and shared with others as needed.  We created a new custom activity entity and Assigned Security Role Partner to it, thinking this would do the trick.  The activity is viewable by everyone.  Any ideas how we should go about this or if it's even possible. 
    Susan Pautzke
    Friday, February 3, 2012 7:46 PM

Answers

  • Question
    Sign in to vote
    0
    Sign in to vote

    Activities all follow the "Activities" security role, so if you can see one Activity, you can see them all.

    What you could do is add field-level security to some custom fields of your custom activity and set them to be hidden to anyone not a Partner.  The activity itself would still show up, but no one else could see the confidential parts.

    The other alternative is to make a non-Activity custom entity and set permissions as normal.

    The postings on this site are solely my own and do not represent or constitute Hitachi Consulting's positions, views, strategies or opinions.
    • Proposed as answer by Jeremy Winchell Saturday, February 4, 2012 12:21 AM
    • Marked as answer by spautzke Monday, February 6, 2012 2:45 PM
    Friday, February 3, 2012 9:00 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    hi Susan ,

     We have implement exactly what you are asking for .

       Here are the Steps

     1) Have a new Custom Attribute say "IsConfidential" on to the Custom Activity

        this would be set default to true ... and hidden unless you give the user option to make the custom Activity Non Confidential

     2) In Form load using Javascript , Check if the user has Right to view the record ie.

          Is he a Owner or Shared user  if yes then record would be visible else hide all the sections on the form and open the record with Warning Message

        "You dont Rights to view  this Activity"

    3) Make sure you implement the the Same Check as mentioned in Point 2 in Assign and Route Message of the Custom Activity  plugin

        so that Only Owner and Shared user can give other sassign permission.

     

    hth

    dkay

     if the response answered your question, please take a minute and mark the response as an answer.

     

     

    • Marked as answer by spautzke Monday, February 6, 2012 2:45 PM
    Saturday, February 4, 2012 6:22 PM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    Activities all follow the "Activities" security role, so if you can see one Activity, you can see them all.

    What you could do is add field-level security to some custom fields of your custom activity and set them to be hidden to anyone not a Partner.  The activity itself would still show up, but no one else could see the confidential parts.

    The other alternative is to make a non-Activity custom entity and set permissions as normal.

    The postings on this site are solely my own and do not represent or constitute Hitachi Consulting's positions, views, strategies or opinions.
    • Proposed as answer by Jeremy Winchell Saturday, February 4, 2012 12:21 AM
    • Marked as answer by spautzke Monday, February 6, 2012 2:45 PM
    Friday, February 3, 2012 9:00 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    hi Susan ,

     We have implement exactly what you are asking for .

       Here are the Steps

     1) Have a new Custom Attribute say "IsConfidential" on to the Custom Activity

        this would be set default to true ... and hidden unless you give the user option to make the custom Activity Non Confidential

     2) In Form load using Javascript , Check if the user has Right to view the record ie.

          Is he a Owner or Shared user  if yes then record would be visible else hide all the sections on the form and open the record with Warning Message

        "You dont Rights to view  this Activity"

    3) Make sure you implement the the Same Check as mentioned in Point 2 in Assign and Route Message of the Custom Activity  plugin

        so that Only Owner and Shared user can give other sassign permission.

     

    hth

    dkay

     if the response answered your question, please take a minute and mark the response as an answer.

     

     

    • Marked as answer by spautzke Monday, February 6, 2012 2:45 PM
    Saturday, February 4, 2012 6:22 PM