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Creating field security using script in crm 2011 RRS feed

  • Question

  • Hi All,

    Is there any way to apply field security based on the owner of the record. For an instance, if a contact is owned by a user, he needs to view all the information whereas other than contact owner can see only limited fields values in forms, reports, views. Is it possible from any SDK, script or plugin method. Please help me on this, awaiting for any suggestion.


    Arun Kumar G

    Sunday, June 15, 2014 11:13 AM

All replies

  • Hi,

    you can see this links:

    http://www.infinite-x.net/2010/11/16/retreiving-user-roles-in-crm-2011/

    http://rajeevpentyala.wordpress.com/2011/08/05/check-user-role-in-crm-2011-using-jscript/

    http://stackoverflow.com/questions/16546328/how-to-get-security-roles-in-crm-2011-using-javascript

    Bye

    Alessandro


    Alessandro Graps

    Monday, June 16, 2014 11:54 AM
  • Hi Graps,

    I need to apply security in field level not in record level. Provide any suggestion based on field security profile using plugin in CRM 2011


    Arun Kumar G

    Wednesday, June 18, 2014 12:12 PM
  • Hi Arun,

    If you want to restrict data using Plugin, you can register a Plugin on RetrieveMultiple message and filter out the sensitive data accordingly.

    These might possibly help you :

    http://hachecrm2011.wordpress.com/2013/07/19/filtering-views-by-intercepting-retrieve-multiple-queries-with-a-plugin/

    http://deepakexploring.wordpress.com/tag/retrievemultiple/


    Admin QuikView Solution for CRM 2013

    Wednesday, June 18, 2014 12:23 PM
  • Hi Dynamotion,

    Have you tried to share the secured fields using plugin. Please provide any samples or links in specific to this as it will be usefull for this scenario. We can call this plugin in retrieve multiple message as you suggested.


    Arun Kumar G

    Thursday, June 19, 2014 4:21 AM
  • Hi Arun,

    The links I provided above are examples of how you can restrict data from being visible to users. When you're registering against RetrieveMultiple, you need to check the record owner and filter the field data accordingly. I have handled a scenario in one of my projects earlier, where we had to restrict a particular field based on current user security role. 


    Admin QuikView Solution for CRM 2013

    Thursday, June 19, 2014 4:57 AM
  • Hi Dynamotion,

    Thanks for your quick reply. I can understand your suggestion and here for my scenario, the fields which are applied with security in contact entity should be visible to only the admin users and contact owner. For the other users it should be null and no value to be shown in any of the reports, views and other forms. So in order to restrict in such a way in plugin using sharing the field security concept we can move forward. But i didnt get proper suggestion from the links i have searched for. Can you please provide links or suggestion like which method can we used to apply sharing field decurity through plugin.


    Arun Kumar G

    Thursday, June 19, 2014 5:45 AM