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Setting a default value for owning business unit on new records

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Posted on by EP3

Hi,

I'm using security roles + business units to control access to Dataverse tables for my model driven app. When a user creates a new record, the owning business unit defaults to the root. I have tried to set up the security role in a way that this isn't allowed: Business unit "Append to" set to "Business Unit", Table being created in "Append" set to "Business Unit", but it doesn't seem to work. Even if it did, this doesn't quite get me where I want to be as there may be circumstances where a user wants to create a record owned by a business unit other than their main one, on cross departmental projects, for instance.

What I want is for the user to e prompted to select a business unit once, or once a session, and then that be the default from then on. Ideally, I'd like the default to be over written if they manually change the owning business unit on a subsequent creation or write to a record.

This doable? Or am I maybe missing an issue here?

Thanks.

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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,

As far as I remember the security model Owning Business Unit is set to the Business Unit to which the owner belongs. According to what you are saying the user you are logged in and create records belongs to root business unit.

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EP3 73 on at

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Thanks, yeah I have seen now that it does default tot he user's business unit, not sure how I got that wrong before. However is it possible to get it to default to the last used? that would be better in my case. Thanks.

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a33ik 3,306 Most Valuable Professional on at

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As far as I know, that has worked this way since the very beginning and unless I missed any major updates to the security model it still works this way and Owning Business Unit field is not editable and set based on the Owner.

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EP3 73 on at

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EP3 73 on at

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Hi, You're right and wrong on that. Yes, it automatically applies the BU to the creators Business unit, however in the Admin centre you can now turn ownership across business units and the be able to reassign ownership down the line, a very useful feature, glad I didn't need to do this project before it was a thing!

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NPrice99 1,302 on at

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Hi @a33ik @EP3
What are the ramifications of turning "however in the Admin centre you can now turn ownership across business units " (I am assuming that this is the "Record Ownership across Business Units" feature) on existing PowerApps in the environment?
Thanks

Nigel

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EP3 73 on at

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Sorry, not sure what they would be as I basically only know life under this feature, I can imagine that one might build some security models based on the absolute knowledge that that data is staying within that BU, and changing to the modern ownership model would be a hinge, I'd say you would need to manage your security roles to make sure you limited who was able to share / assign properly? Other than that I'd refer to the documentation

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NPrice99 1,302 on at

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but would switching this feature on cause issues with existing PowerApps in the environment ? ie would they stop working or suddenly have security holes in them ?

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