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Filter View based on Security Roles

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Posted on by Iep90

Hello community.!

I have a table that has many fields, including one called service line. This field can take different values (Tax, Assurance, Sales, etc).
On the other hand, this table has more than 5000 records and it will be seen by different people, these people work in different service lines (Tax, Assurance, Sales, etc.). Therefore, I need the view to be filtered by person.

So, I thought about creating different security roles and putting the users in them.

But is it possible that, depending on the security role, the view is filtered?

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Microsoft Dataverse with Power Apps

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a33ik 3,306 Most Valuable Professional on at

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Hello,
Filtering based on the Security role is doable but that would require the development of plugins.
The easier and more elegant solution is to create a separate apps, assign those apps based on the security roles and filter views in the app itself:
https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/create-edit-app
https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/add-edit-app-components#add-a-component
https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/share-model-driven-app

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Iep90 19 on at

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No. I have to show records base on service line, no create separated apps

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a33ik 3,306 Most Valuable Professional on at

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Then you will have to develop a plugin that will handle RetrieveMultiple message for SavedQuery entity and filter the list returned according to Security Roles. Unfortunately, I have no examples relevant to the current version of the system.

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samm105 12 on at

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Hey @Iep90, I am in the same boat, what did you end up doing?

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