Lets say
User A belongs to Team X and Team Y
User B belong to Team X
User C belongs to Team X
I want to create a view to display only activities owned by users belonging to Team X and not belonging to both Team X&Y. That result set should only display activities belonging to User B&C.
I created a view but it shows activities of user A as well.
Advance Find
I think you probably want one of these 'equals current user...' options.
Or perhaps simply this - you can enter multiple users.
You also have to keep in mind Security roles and how they impact your views. If you are a SysAdmin, your views will not be filtered at all by ownership - only the criteria you put into the view. If you have a view where "Owner = Team A", then SysAdmin would see all those records where Owner = Team A. If you have a less-permissed user (say, they only have USER LEVEL read on the entity), and the view is "Owner =Team A" - they'd only see records in that view if they belonged to Team A.
It is important to know that User ownership is a mirror of Team ownership. So, User level read actually lets me see ALL records that I own or MY TEAMS own, that satisfy your filter criteria.
Above answer should work - I would use "Equals Current User or User's Teams" but again, depends on exactly what you are trying to do and how everything is setup in CRM
Related
I have created a custom entity in common data services(CDS) that streams in data from a survey.
I'll however need to give access to the data to various people. In my dataset, I have a column called community, which should represent which people have access to what data based on the community they've entered the column.
How exactly can I filter the data, after it has streamed in to ensure I only give access to people of a particular community. And yes every community is exclusive, no two people can be in two different communities.
I want to filter by the community, such that those in community A see only A and not B or C.
There’s no straight one step OOB configuration to achieve this. Because the row level security depends on the column value ie. community field value of each record.
One way is to create owner teams and add the users to right teams, then the custom entity record has to be owned by respective team - owner team of each custom entity record can be filled/assigned automatically based on the community field value on create using plugin/workflow/Flow.
Most important, in security role for that custom entity - read privilege has to be given only for user level. Assign the security role to Teams.
Is any clean way to hide an area from the sitemap, other than reviewing many role privileges one by one and remove privilege completely. I would be ok with amount of work just that there is no one-to-one correlation between the privilege and the menu item and more important, is the fact some of the privileges has many ramifications and I don't want to affect existing functionality. It would be hard to track bugs in this case.
This has to start with the logical grouping of necessary working entities (SubArea) under right Group, and ideally hence the main Area.
Let's say for example - Sales area should have Managers and Reps as Groups then classify the sub-areas for them individually for their needed entities. Then the navigation can be regulated with the help of identifying privileges specific for each persona and the navigation items can be controlled which hide the Group from others. Read more
Or if it is tough to identify such dedicated persona privilege, then create a dummy entity just for sitemap regulation without breaking any existing implementation.
In UCI app world, you can spin a new App for each persona, so silo app with own sitemap and logical groups the way you want.
I have the below requirement -
We have an entity named Garden. A garden is owned by a person or company, and can also be leased by one or more people or companies. Each garden has a unique number.
Ideally, we would want to be able to see a single grid of all the people that own and/or lease the garden, regardless of whether they are a person or a company.
Questions -
1) Which entity to choose for person -> User or Contact
2) Which entity to choose for company?
3) How to design record ownership or leasing of garden?
This is a broad question, I’ll try my best.
Fact: We don’t have an option today to create a custom polymorphic entity - to capture/store multiple types of entities. There are some available OOB entities - Customer to store Account/Contact, Owner to store User/Team, Activity Regarding to store any Activity enabled entities.
If you look at Bookable Resource entity, even MS store the type like User or Equipment & respective lookup records separately. This is what you need exactly. Read more
1) Which entity to choose for person -> User or Contact
2) Which entity to choose for company?
User (owner) in case you need security around the ownership of the records. Then company has to be the Teams, because you mentioned Garden maybe owned by Person or Company. How many records you’re going to manage and are they going to get login in CRM?
You may have to look at PowerApps (Dynamics) portals which gives B2B, B2C options to control records ownership by Accounts/Contacts.
3) How to design record ownership or leasing of garden?
Partially answered in the above points. For leasing, you can have multiple subgrid (1:N) relationship. If required, you may need a custom component or web resource to pull the multiple type of owned/leasing records by UNION the results & render as a grid.
I have a (CRM) grid that has associated view (a) I need to add another associated view (b) to the same grid and to give different view permission (some users will see 'a' and some will see 'b') can I control these permissions on my associated grids
Based on your requirement, it looks like you don’t need two views & switch hit.
User A should have a security role A which will filter the data what he can see & cant see.
In security role A modify the Read privilege to BU level - half amber (now it may be full green - Org level)
The same security role A to User B (if they are from different BU) will work as it is. Basically role A has to be there in all BUs individually.
I have an application where users of the application can have many contacts ( other users of the application ) related to them. I would like to maintain a relation between a single user and its set of contacts. At any given point of time, I do NOT need to know anything more than the direct set of contacts for a particular user, i.e, contacts of contact of a particular user is not of relevance in this application.
Any suggestion on how to organise this data within the database? Please note that the number of users could go up really high.
Just to add some extra info, the database I am using right now is Mongodb and language being used is Ruby.
The only model right now before thinking of building all these relations is the Users model which stores details of each user registered onto the application. Now as I mentioned above, I need to built the specified relation between the user and its set of contacts. Any help would be highly appreciated.