Most of us have been used to using the classic form designer as of now. And the Power Apps UI which is in https://make.powerapps.com/ has some important new features.
We create forms and we then have to explicitly make sure we have assigned them correct Security Roles and added them to the Apps correctly.
So the new Power Apps Form Designer has a very useful feature called as Form Access Checker. Let’s look at it
A Form & An App
- Let’s say we have a custom/Unmanaged Form called as ‘Management Form’.
- And an App called as ‘Management App’.
- And it has Contact entity with 2 Forms added.
- And here are the 2 forms – Contact (OOB) and Management Form (Custom)
Form Access Checker
The Form Access Checker answers 2 questions at once – Let’s look at this feature
- Open the form and go to Form Settings.
- In the Form Properties, look for Form access checker.
- Now, select the Security Role you want to check for and then the App you want to check. The Form Checker will show the Forms which satisfy either and both the criteria.
Now with only Salesperson role, below are the forms which are applicable. Note that the App is not yet selected.
- Now, if you choose the App – the Form that matches both these will be selected.
- And it’ll show only the Forms which are applicable to both criteria. (Notice that the form we added in the Management App didn’t show up)
- Now, let’s give the Management Form we added Salesperson Security Role and see it satisfy the above criteria. You can now assign Roles to a Form within the Form designer itself.
- And if you check again, you’ll be able to conclude that the App we are looking for has both these forms for the Security Role you want to check
Hope this helps. Here are some more Dynamics 365 related posts you might want to check out –
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