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Monday, August 12, 2013

MS Dynamics CRM - Security Role

I have one situation, login user has multiple security roles, if the login user has permission for particular role, show some buttons/fields otherwise the hide buttons/fields.

It is not stright forward to find out the security role, So i wrote one javascript to find out the security role.

<script src="../ClientGlobalContext.js.aspx" type="text/javascript"></script>
<script src="/WebResources/gab_JavaScript/Jquery1.10.2.min.js" type="text/javascript" language="javascript"></script>
<script src="/WebResources/gab_JavaScript/Jason.js" type="text/javascript" language="javascript"></script>

function context() {
    if (typeof GetGlobalContext != "undefined") {
        return GetGlobalContext();
    }
    else {
        if (typeof Xrm != "undefined") {
            return Xrm.Page.context;
        }
    }
}

function GetServerUrl() {
    var Crmurl = window.location;
    var orgName = context().getOrgUniqueName();
    return Crmurl.protocol + "//" + Crmurl.host + "//" + orgName + "/xrmservices/2011/OrganizationData.svc/";
}

Here i am checking the user has "Content Manager" security role or not.

function BookAuditMatch() {
   var ECMRole = CheckUserRole("Book Content Manager");
   if (ECMRole) {
      //Do something
   }
}

This function will get all the user's security role Id, passing security role id to get the security role name. If it match, it is true otherwise false.
function CheckUserRole(roleName) {
    var currentUserRoles = Xrm.Page.context.getUserRoles();
    for (var i = 0; i < currentUserRoles.length; i++) {
        var userRoleId = currentUserRoles[i];
        var userRoleName = GetRoleName(userRoleId);
        if (userRoleName == roleName) {
            return true;
        }
    }
    return false;
}

This function calling odata web service and get the each security role name.
function GetRoleName(userRoleId) {
    var selectQuery = "RoleSet?$top=1&$filter=RoleId eq guid'" + userRoleId + "'&$select=Name";
    var VoterAddress = "";
    var odataSelect = GetServerUrl() + selectQuery;
    //alert(odataSelect);
    var roleName = null;
    $.ajax({
        type: "GET",
        async: false,
        contentType: "application/json; charset=utf-8",
        datatype: "json",
        url: odataSelect,
        beforeSend: function (XMLHttpRequest) { XMLHttpRequest.setRequestHeader("Accept", "application/json"); },
        success: function (data, textStatus, XmlHttpRequest) {
            var result = data.d;
            if (!!result) {
                roleName = result.results[0].Name;
            }
        },
        error: function (XmlHttpRequest, textStatus, errorThrown) {
            //alert('OData Select Failed: ' + odataSelect);
        }
    });
    return roleName;
}

1 comment:

Anonymous said...

For better performance, try this pattern instead of a service call to the API...

https://community.dynamics.com/crm/b/crminthefield/posts/get-user-security-role-name-from-context-in-dynamics-365-ce-crm