Sample: Retrieve field permissions
This sample shows how to retrieve secured columns for a user according to the steps outlined in Field security tables. You can download the sample from here.
This sample requires additional users that are not in your system. Create the required users manually in Microsoft 365 in order to run the sample without any errors. For this sample create a user profile as is shown below. Replace yourorg with the organization name.
First Name: Samantha
Last Name: Smith
Security Role: Marketing Manager
UserName: ssmith@yourorg.onmicrosoft.com
How to run this sample
- Download or clone the Samples repo so that you have a local copy.
- (Optional) Edit the cds/App.config file to define a connection string specifying the Microsoft Dataverse instance you want to connect to.
- Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in cds/App.config, any sample you run will use that connection information.
If you do not specify a connection string in cds/App.config file, a dialog will open each time you run the sample and you will need to enter information about which Dataverse instance you want to connect to and which credentials you want to use. This dialog will cache previous connections so that you can choose a previously used connection.
Those samples in this repo that require a connection to a Dataverse instance to run will include a linked reference to the cds/App.config file.
What this sample does
The FieldPermission class is intended to be used in a scenario where it contains the data that defines the possible permission types.
How this sample works
In order to simulate the scenario described in What this sample does, the sample will do the following:
Setup
- Checks for the current version of the org.
- Gets the user information that you have created manually in Microsoft 365.
- The
QueryExpressionmethod retrieves the security role needed to assign to the user. - The
Teammethod instantiate a team record and set its property values.
Demonstrate
- The
FieldSecurityProfilemethod creates field security profile. - The
AssociateRequestmethod adds team and user to the profile. - The
CreateEntityRequestmethod creates a new custom activity table for the sample. - The
RolePrivilegemethod adds privileges for the new custom table. - The
AddPrivilegeRoleRequestmethod creates and execute theRolePrivilegemethod. - The
FieldPermissionmethod creates field permission object for identity.
Clean up
Display an option to delete the records created in the Setup. The deletion is optional in case you want to examine the tables and data created by the sample. You can manually delete the records to achieve the same result.