Conditional Table Permissions

(0) Share

Report

Posted on by CW-08121842-0

Hi All,

I have external users submitting into my Page but I want the submissions to become read-only after it's submitted. Copilot was recommending using filter criteria on the table permissions but it doesn't seem like that actually exists... It was also recommending using liquid but I'm using a dialogue form so that's a non-starter...

This can't be an uncommon requirement though so how have people solved this?

Categories:

Customize & extend

Security

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

Fubar 8,340 Super User 2025 Season 2 on at

Like (1)

Report

You haven't provided enough information regarding if you need to edit on the Portal or not

Generally you will create an Insert form for create and a read only form (if you need to edit, then also an Edit form)

If you just need Create & Readonly then no need for Filter criteria (if you also want edit you would need it).

Then for your list or subgrid just use the Create form for Create and the readonly form for Edit or Details.

If you also need edit, then you will need to get into Filter conditions on the List/Grid options (which is exposed when the 'advanced' checkbox is checked and also either metadata or real-time Workflow or real-time plugin to set a field like Status Reason - this allows you to conditionally show a menu option (e.g. if status reason = submitted, show form A, if not subitted show form B)

For these last options you will need to use the Power Pages Management app (as not all the functionality like metadata is exposed in the designer)

https://learn.microsoft.com/en-us/power-pages/configure/configure-basic-form-metadata

Unfortunately the documentation doesn't show the Filter under the Advanced (but the screen shot shows the check box at the top of the grid that you need to check to see it)

https://learn.microsoft.com/en-us/power-pages/configure/list-configuration

Was this reply helpful? Yes No
CW-08121842-0 2 on at

Like (0)

Report

We pre-populate submissions for our external users on the list to prevent errors and clarify expectations. They need to be able to edit items when Submission Status eq "Pending Submission" and have it be read-only when it is not. You're saying that I can have it route to different forms when they edit from the list. That sounds promising but is there anything stopping them from just changing the url to go to the edit form?

Was this reply helpful? Yes No
Suggested answer

Fubar 8,340 Super User 2025 Season 2 on at

Like (0)

Report

For your options on the list/subgrid if you have chosen Web Page then by default on the target page the user can substitute the guid and open a record they shouldn't. The workaround is to use Liquid code (runs server side) that checks the status of the record and only if it is correct render the form.

e.g. Get the records guid from the Request object, retrieve the record from the entities object using the guid, then check the status reason and wrap the entityform tag inside the if/else and display a message saying they don't have access if its not the correct status (you can format the error message like other portal ones by using the bootstrap error tags).

https://learn.microsoft.com/en-us/power-pages/configure/liquid/liquid-objects#request

https://learn.microsoft.com/en-us/power-pages/configure/liquid/liquid-objects#entities

https://learn.microsoft.com/en-us/power-pages/configure/liquid/control-flow-tags

You can add the Liquid into the Page Copy (as long as the entityform tag is encapsulated in the if) or to a custom Web Template that your Web Page uses (general page structure is Web Page uses a Page Template that uses a Web Template ).

If using a Web Page for the target page you could also use a similar approach using liquid and check the Status Reason and then load the relevant entityform (in this case you wouldn't need to configure fetchxml against the list option as you liquid is controlling what form loads on the target page).

1 people found this reply helpful.

Was this reply helpful? Yes No