Customer Engagement & Dynamics CRM Forum

Forms and Security Roles in

  • 1.  Forms and Security Roles in

    Posted Nov 22, 2019 10:28 AM
    In the classic interface when configuring entity forms you were able to select if you want the form to be viewable for all or only for selected security roles. In it does not appear that this can be specified. Is this something that just hasn't been built out yet in the maker portal or is the mentality now that you specify the forms available within an app and because you control what security roles have access to the app that is how it is restricted? If the latter is the case then what about a scenario where there is a Salesperson and Sales Manager using the same Sales App but require two different forms for Accounts?

    Scott Florance
    Business Applications Consultant
    KTL Solutions, Inc, Frederick MD
    Academy - Online Interactive Learning from Experts

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