Lock CRM form

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Posted on by dyna009

Hello everyone

I have high priority task. please help me in below task.

I want to lock CRM form,

and set rights that particular user can see locked form.

i want to set security that only specific user can see that form.

in my canvas app, backend is data verse so need to lock database form for security caserne.

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Microsoft Dataverse with Power Apps

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Drew Poggemann 9,287 Most Valuable Professional on at

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Hi @dyna009 ,

If you deactivate the record in Dataverse it will lock the record for the user automatically. The user would have the ability to "reactivate" the record if required though unless you put in a Plugin to stop the reactivation.

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dyna009 35 on at

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hi @dpoggemann

i have thousand of record and i have 200+ users.

So how can i do

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Drew Poggemann 9,287 Most Valuable Professional on at

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Hi @dyna009 ,

Make sure I understand what you are asking...

For the thousand records, do you have different owners of these records being any of the 200+ users?

Are you trying to allow only the "Owner" of the records to "View" the records and never be able to update them but just view or are you trying to allow them to "Add" / "Edit" until you get to a specific point where you are trying to then lock it down?

Overall Security Roles in Dataverse allow you to assign roles to users and then the roles will control access to the tables. You can assign multiple levels of security from (Read, Write, Create, Delete, Share, etc.) and you can then also provide security at the User, Business Unit, Business Unit and Child Business Units, and Organization levels.

Note, there are even more things you can do here with Owner and Access Team assignments, hierarchical security, etc. but leaving this out for now as it will get more advanced.

Base example...

Create a custom table called Session that is User / Team owned

You create two records

Session 1 - Owned by User A

Session 2 - Owned by User B

A role can be created and assigned to User A and User B that they can do the following:

View Session entities that they own

This role would allow User A to only see their session and User B to only see their session and if you gave no other security in the role then they would not be able to Edit, Add, Delete, Share, etc. any of the Session records.

Multiple options here... Please see the following: https://docs.microsoft.com/en-us/power-platform/admin/wp-security-cds#tablerecord-ownership which is specific to above but there are a number of additional security concepts in Dataverse in this document.

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EricRegnier 8,720 Most Valuable Professional on at

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Hi @dyna009,

To you get this resolved? To supplement on @dpoggemann, there are several ways to sastify this. Here are some options:

Use model-driven apps for the forms instead of canvas apps as this can be managed automatically with the security roles. Regardless if you use model-driven or canvas, you should setup the privilege correctly, by ensuring the users that need to view the lock form have only "view" privileges in their security roles assigned.

In the canvas app, asusming you using the Edit Form control, have a Power FX expression on the "DefaultMode" property to something like this:

If(RecordInfo(Gallery1.SelectedItem, DataSourceInfo.EditPermission), FormMode.Edit, FormMode.View)

Hope this helps!

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