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dexit
Helper I
Helper I

Ho to set security role at Import by Dataflows

Hi community,

I want to give a security role to a record according to the value of each records a field value.

How to set security role at Dataflows?

 

Thanks in advanced.

 

1 ACCEPTED SOLUTION

Accepted Solutions

Thanks for the additional info @dexit.

Having security roles configured to user-level will prevent access to users who do not own, but you'll still need some logic to update the Owner of the record based on the column. This doesn't have to be built in the Dataflow, but you can have a separate process to automate that such as with Power Automate and the Common Data Service (current environment) connector. So for example, the high-level logic:

  1. when a new record is created (via Dataflows or even outside Dataflows)
  2. check if "the column" is populated
    1. if so have conditions that updates the Owner to the Team based on "the column"
    2. if not, set a default Owner

Hope this helps!

View solution in original post

6 REPLIES 6
SeanHenderson
Power Participant
Power Participant

Hi @dexit 

I need a little more information on what you're trying to do. You want to apply security to a column, but only certain records of that column?

EricRegnier
Super User
Super User

Hi @dexit,

Just as @SeanHenderson mentioned we'll need a little more details. Security roles can't be "given" to records, they are assigned to users. You can have privileges set on a role to only access/edit records that the current user owns. Also, you can enabled field level security on columns/fields.

More info on security model:

https://docs.microsoft.com/en-us/power-platform/admin/wp-security-cds#entityrecord-ownership

 

Here's also a nice video summarizing security model in Dataverse: https://powerusers.microsoft.com/t5/Webinars-and-Video-Gallery/Security-in-Common-Data-Service-CDS/t... 

 

Hope this helps...

 

dexit
Helper I
Helper I

Hi @SeanHenderson    @EricRegnier 
Thank you for your reply.
I want to apply "prevent access to records that users do not own or share" to the data when importing with Dataflows

Specifically, I want to give access to the corresponding team by judging from the column (for example, team ID) in the record.
But i don't know How to set Access role at import by Dataflows.

xrm
Frequent Visitor

Hi @dexit 

 

You should look into implementing either Owner Teams or Access Teams based on your requirements. 

 

https://docs.microsoft.com/en-us/powerapps/developer/data-platform/use-access-teams-owner-teams-coll...

 

Hope that helps

Thanks for the additional info @dexit.

Having security roles configured to user-level will prevent access to users who do not own, but you'll still need some logic to update the Owner of the record based on the column. This doesn't have to be built in the Dataflow, but you can have a separate process to automate that such as with Power Automate and the Common Data Service (current environment) connector. So for example, the high-level logic:

  1. when a new record is created (via Dataflows or even outside Dataflows)
  2. check if "the column" is populated
    1. if so have conditions that updates the Owner to the Team based on "the column"
    2. if not, set a default Owner

Hope this helps!

dexit
Helper I
Helper I

@EricRegnier 

Sorry for the late confirmation.

Your answer was very helpful.

 

But we dont have PowerAuomate lisence.

I will consult with you so that you can purchase it.

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