Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Unified Interface - Shared Secured Fields / PrincipalObjectAttributeAccess

  • 1.  Unified Interface - Shared Secured Fields / PrincipalObjectAttributeAccess

    Posted 8 days ago
    Edited by Ben Sexton 8 days ago
    I am attempting to solve a security requirement where secured fields should be made available for read/update to users based on logic evaluated using data on/associated with the record itself and the user who is viewing the record.  Example, user should be able to see any project record but only see the estimated fees field for projects if they are on the project team.

    The path I've been going down to solve this is to fire a plug in that will share the secured field on the particular record with the user when they are added to the team.  This is done via managing the PrincipalObjectAttributeAccess entity which is also what happens when using the "Share Secured Fields" button on the web interface.

    This seems to work in the web interface but not the unified interface.  If the record is opened in the web interface, the secured field share is honored but viewing the same record in unified interface the share is not honored.  Is this functionality supported in the unified interface?  As a side note, I also do not see the option to "Share Secured Fields" in the unified interface rendering of the record's form.

    ------------------------------
    Ben Sexton
    Cornerstone Advisors, Inc.
    ------------------------------
    Conference-CRMUG_200x200


  • 2.  RE: Unified Interface - Shared Secured Fields / PrincipalObjectAttributeAccess

    Posted 8 days ago
    I did find someone reporting the same issue on the Microsoft Dynamics forum; https://community.dynamics.com/365/unified-interface/f/unified-interface-forum/379220/share-secured-field-functionality-not-working-in-unified-interface-uci.

    ------------------------------
    Ben Sexton
    Cornerstone Advisors, Inc.
    ------------------------------

    Conference-CRMUG_200x200


  • 3.  RE: Unified Interface - Shared Secured Fields / PrincipalObjectAttributeAccess

    TOP CONTRIBUTOR
    Posted 7 days ago
    @Ben Sexton

    I am surprised that the user account is not properly inheriting the team's security privilege. While waiting for MS to fix the issue, another option would be to use js to un/lock the fields on the form.

    Cheers!

    ------------------------------
    Rex Kenley Tan, MCSA, MCSD
    Tallmadge OH
    https://www.youracclaim.com/users/rex-kenley-tan

    *Always be CURRENT with JavaScript & C#, NEVER be obsolete.

    DISCLAIMER: All views expressed on this site are my own and DO NOT represent the opinions of ANY entity whatsoever with which I have been, am now, or will be affiliated.
    ------------------------------

    Conference-CRMUG_200x200


If you've found this thread useful, dive deeper into User Group community content by role