I am using SuiteTalk web services and trying to use SubsidiarySearch to retrieve all Subsidiary records:
SubsidiarySearchBasic srch = new SubsidiarySearchBasic();
srch.setIsInactive(new SearchBooleanField(false));
SearchResult res = stub.search(srch);
I login using a customized role based on NetSuite's standard "System Administrator" role, with various extra permissions added. In particular, this role has "Subsidiaries" permissions set to "Full". However, the above code returns the following status, using this Java code:
Type=ERROR
Code=INSUFFICIENT_PERMISSION
Detail=Permission Violation: The subsidiary restrictions on your role prevent you from seeing this record.
The above code succeeds when I use the standard "Administrator" role (internal id "3") but I would like to use a customized role. What permissions do I need for a successful result?
Make sure all the subsidiaries are exposed or the top most subsidiary is selected for this role, and also make sure the employee, department and location restrictions are set correctly.
It may be happening because of the restrictions in the employee record. if you have set the subsidiary or location in your employee record which is not the top most one then you will not be able to get all the subsidiary while searching. To resolve it, select the top most subsidiary in the employee record and do not select any location. Also, do not select any subsidiary in the role. Cheers
Related
So, I'm in this situation on Odoo v13:
I have a bunch of portal user, and on some condition I want to add them to an internal group (this group is result of my code, not others). But on adding process, Odoo return an error of: User can have only one user type. And I know that's caused by I want to add a portal user to an internal group.
My question is: How can I change an internal group to a portal group with the same access rights and record rules?
you just add all access rights and record rules to group base.group_portal, that's how it works!
I want to get all the options for my role.
Example :
i have attached the role's page image. i need the following permissions using RESTlet code.
List->Permissions and its level
Setup->Permissions and its level
For the most part you should be able to use:
nlapiGetContext().getPermission('permission_id')
to access the current role permissions. There is a full list of accessible permissions in the NetSuite Help Center. Search for: "Permission Names and IDs".
I need lead, prospect, customer, other name and contact also..
Lead, Prospect, and Customer records are all the same permission LIST_CUSTJOB
Other name is LIST_OTHERNAME
Contact in LIST_CONTACT
You can extract permission id's not listed in the help center by viewing the xml body of the role records. Append &xml=t to the url of any role(or record) in NS. eg:
https://system.na1.netsuite.com/app/setup/role.nl?id=1008&e=T&xml=t
Find the appropriate permission list, and try your permission value out. It's all outside the documentation, so your mileage may vary.
I have a situation where I want to use field security but only when an attribute on the record is a certain value. The entity is the contact and there is a bit attribute called VIP. When a user opens that record and the VIP value is true and they are not in the VIP team then the user cannot see the fields marked for field security.
Is it possible to write a plugin to do this, or is there a better solution?
You could connect to the form's onLoad event and check the user's teams and the VIP field and show other fields accordingly.
Not sure if there's an easier way to get the teams, an OData request would be an option:
http://msdn.microsoft.com/en-us/library/gg334767.aspx
Command would look like this:
var userid = Xrm.Page.context.getUserId();
var cmd = "/TeamMembershipSet?$select=TeamId&$filter=SystemUserId eq guid'" + userid + "'";
To set fields' visibility, have a look at this link:
http://danielbergsten.wordpress.com/2011/02/15/crm-2011-javascript-for-hiding-a-field-based-on-another-fields-value/
This can possible be solved with role based forms.
Create a new form for the VIP team
Choose a security role for the new form
Field level security in conjunction with role based forms is a good idea if the VIP field should never be accessible to lower privilege users; even through reports and other methods of accessing data. It is more work to manage field level security profiles as they are completely separate from security roles; they are assigned to users or teams.
Seems to me that you, the admin, had to be a member of the field level security role.
I also had to restart IIS/CRM site for it to bite.
I am editing user security and am trying to give a user access to an e.List item. I select the user using the [...] button and successfully find that user by searching in our AD domain.
After I select the user and press OK, that user does not come into the CAC, just this error The filter will only accept groups and roles. Users will not be added to the filter. I don't see any filters here at all.
Have you seen this before and is it possible to set up security by users?
Thank you,
WE
Answer from ericlfg on http://www.cognoise.com/community/index.php/board,15.0.html:
Hi William,
The message you are receiving is by design. In order to add a specific user, rather than a group or role, that use needs to be a member of some kind of hierarchy in your security provider.
Ex: If you're using cognos groups and roles with a Role called "Test". You would populate this test role with members from your namespace. In the CAC, you would then select the Test group when you click on the elipsis and then that will allow you to select your individual user (or alternatively the Test role).
The same would be true if you're trying to add members directly from your 3rd party authentication provider. The individual users need to be part of a roll-up role or group in order to add that roll-up role or group to the filter. Once added to the filter you can select the individual users.
Hope this helps.
My company is using Microsoft Dynamic CRM 2011 and want to customize some features. A customization as described below:
“There is the password field of the Account ( used to login our company website). The password is only visible to account’s owner or to sale manager or to sales admin.”
How can I do that, that seem Field Security in MSCRM 2011 only support for User and Team. Please tell me how to do ( even by programming).
Field Security would be great for particular roles (sales manager etc) but not for "context aware" scenarios eg for the owner of the record.
Your best bet would be to create a custom entity for Password, make the primary field (name by default) NOT business required.
Create an N:1 relationship to Account, make the relationship "Parental" and make the lookup field Business Required.
You will now see "Password" in the left navigation of the Account.
Edit Password form to have lookup to Account, and add text field for the password itself, and make the "name" field not visible by default so you can ignore it.
Create a security role (or edit existing ones) to give User level access rights to Password for the read, create, update, assign, and append privileges. Amend sales manager role to allow to read all Password records.
The parental relationship will mean that if an Account is re-assigned then so will the child Password record.
But, someone could create a password record (so they own it) and link it to an Account (even one they don't own, possibly), without changing the owner to match the parent. So, create a workflow on the Password record create, re-parent or re-assign which will change the owner to the same as the parent account to tidy up this situation.
Edit the associated view for passwords to show the password field. Edit other views as required. (If you really want password visible on the Account form directly, use an inline grid set to use a minimum of space, no view selector etc. Still takes up far too much though, in reality.)
Hope this helps
This would be possible by using javascript.
Firstly, set the password field to not be visible by default - this will stop it appearing initially so that a user without permissions might see it (even briefly).
Secondly, provide a javascript function to look up the logged in user's roles. There are many ways of doing this, each with its own advantages and disadvantages. This link has a couple of ways you could use.
Thirdly, use this function and some extra javascript to check for the owner field to make the field visible/invisible.
As an example:
function CanUserSeePassword() {
var loggedInUserGuid = USER_ID;//USER_ID is built in CRM constant
if (RetrieveUserRoles(loggedInUserGuid)) {
SetPasswordFieldVisibility(true);
}
else {
var ownerGuid = Xrm.Page.getAttribute('ownerid').getValue()[0].id;
SetPasswordFieldVisibility(ownerGuid == USER_ID);
}
}
function SetPasswordFieldVisibility(isVisible) {
Xrm.Page.getAttribute('new_password').setVisible(isVisible);
}
function RetrieveUserRoles() {
//use code from link above to return a bool, either user is in appropriate security role, or is not
}
Bit rough 'n' ready, but will do the job.