locked
CRMOnline 2016: how to grant access to a field(enabled field level security) of a specific record to its Owner. RRS feed

  • Question

  • CRMOnline 2016: how to grant access to a field(enabled field level security) of a specific record to its Owner.

    Scenario: Need to Hide/UnHide a field of an entity to a specific record of its Owner of the record.

    Typically we can use JS to hide/unhide on the form;however it can't be done in a View. If we enable Field Level security to a field, Here Permissions can be granted to all records that he have access which means he can see the data of all records that he have access.

    Our Scenario is we need to restrict non-owners of the records getting access to the field.

    Any help on this would be really great.

    Thanks,


    Madhu M.

    Tuesday, September 27, 2016 5:01 PM

Answers

  • Thank you, Will try and keep you posted on this.

    Madhu M.

    • Marked as answer by Madhu_M Monday, October 3, 2016 3:46 PM
    Thursday, September 29, 2016 8:59 PM

All replies

  • MS CRM  Plugin on assign request, check for owner field and create "PrincipalObjectAttributeAccess"  to grant access to the owner. Also in preimage take old owner and delete the PrincipalObjectAttributeAccess related to this record and owner so only current owner have access.

    Thanks


    If my response answered your question, please "mark the response as an answer" and also "vote as helpful". Regards, Hari. www.crm2011byhari.blogspot.com

    Wednesday, September 28, 2016 4:17 AM
  • POA - PrincipalObjectAttributeAccess works same as granting permissions to Field Security Profile? If so it will expose the value of the fields that he have access based on the security role. In our scenario we need to grant access only to the specific records of associated to the record.

    Thanks,


    Madhu M.

    Wednesday, September 28, 2016 7:28 PM
  • Hi, PrincipleObjectAttributeAccess works similar to Share Secure fields button in CRM.

    If my response answered your question, please "mark the response as an answer" and also "vote as helpful". Regards, Hari. www.crm2011byhari.blogspot.com

    Thursday, September 29, 2016 3:43 AM
  • Thank you, Will try and keep you posted on this.

    Madhu M.

    • Marked as answer by Madhu_M Monday, October 3, 2016 3:46 PM
    Thursday, September 29, 2016 8:59 PM