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Power Platform Community / Forums / Power Apps / Preferred method for d...
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Preferred method for dynamic security rules in power pages dataverse tables?

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Posted on by 48

Edit - what seems to have worked is created a table permission with account access type.  Then associating it with a web role.  Give that web role to authenticated users, and then when they look into a view of all contacts, as a test case, they only see those contacts on their account.  

I've reviewed documentation and am a little confused as to what's the preferred method for doing something like adding a read permission on a table or set of tables that does something like grants read permission if the logged in user's company matches the company that the current record is related to.  In ServiceNow we had scripted ACL's, where you can just write javascript to run a query and determine based on if current_user.company = current_record.company if the ACL evaluates to true or false.  Something like that.

 

Is there a way to do this in power pages backed by dataverse w/out going into a code first approach and getting into javascript/liquid?  Using site roles and possibly some scripting in an advanced role configuration view?


I should also add that the desire is to allow external users show up in the contacts table, looks like a lot of the security roles is based on Team Groups, which is AAD based.  So unsure how to configure things if users aren't in AAD but are just the external user type that populate the contact table in the site's dataverse schema.

 

Thanks.

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  • Verified answer
    ChrisPiasecki Profile Picture
    6,424 Most Valuable Professional on at

    Hi @Andrew-InTheBox,

     

    I believe what you're looking for is Account access which is configured via Table Permissons in Power Pages. This limits access to records owned by the user or users in the same company (account).

     

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  • Andrew-InTheBox Profile Picture
    48 on at

    Ok thanks, I did stumble onto that, then it started looking like "account" was really just akin to a user, and unclear whether it has relationships to the Organization table, but I'll dig more into it tomorrow, you may be right.  Will test some things and mark answered if it will do the job.  Thank you for replying!

  • Andrew-InTheBox Profile Picture
    48 on at

    On the Contacts table, why does there appear to be 2 related fields for "Company Name"?  One is Company Name (account) and the other is Company Name (contact).  But I'm looking at the contact record, so is that a circular reference to itself?


    Related to this, I notice that if I'm on the contact record in portal management looking at a user record, there's a field for Company Name, and when I populate it with one of the values in Account table, it shows a display value of a user's name from the contact table and not the name of the Account.

    I think I'm missing something about how these relationships are built and intended to be used.  I think it's that an account has a primary contact which references the contact table, which is the display name for the Account table, and not Company Name in the Account table?

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