dynamics-crmpowerappspowerapps-formula

Power Apps command visibility based on user security role

Using power apps command editor. How to check the user security roles before displaying a button in the command bar.

This command is displayed on a page inside Dynamics 365 sales.

Here is my formula:

!IsBlank(Self.Selected.Item.'FieldX') && 
!IsBlank(Self.Selected.Item.'FieldY') && 
!Self.Selected.Item.AlreadyDone &&
/* Some code to check that the user has security role 'X' */

Is there a way to verify the user security rôle in a Visibility Formula?

I tried to use the User function and also tried other functions such as UserRoles and Roles but there is no function with those names that seems to be defined.

Solution

  • I was missing a few parts. First I had to open the command in the Components Library when editing the commands in Power Automate.

    Components library button

    Then I had to add two connections. The 'Users' and 'Security Roles'.

    Since my command is in a solution, I also had to add to add those two tables in the solution.

    ![Connections

    After that, I could query the tables in the formula text box. I came up with something like this:

    !IsBlank(LookUp(LookUp('Rôles de sécurité', Nom="X").Utilisateurs,'Nom d''utilisateur'=User().Email).'Nom d''utilisateur')

    PS. Sorry, the Power Automate I used is in French. If you encounter this problem you can figure the tables and properties names yourself.