Skip to content

Commit 9cd2a75

Browse files
committed
images added
1 parent ca7aec6 commit 9cd2a75

11 files changed

+4
-5
lines changed

powerapps-docs/maker/portals/configure/assign-entity-permissions.md

Lines changed: 3 additions & 3 deletions
Original file line numberDiff line numberDiff line change
@@ -15,7 +15,7 @@ ms.reviewer:
1515

1616
To apply record-based security in portals to individual records, use entity permissions. You add entity permissions to web roles so you can define roles in your organization that correspond logically to the privileges and concepts of record ownership and access that are introduced by using entity permissions. Remember that a given contact can belong to any number of roles, and a given role can contain any number of entity permissions. [!INCLUDE[proc-more-information](../../../includes/proc-more-information.md)] [Create web roles for portals](create-web-roles.md)
1717

18-
Although permissions to change and access URLs in a portal site map is granted via Content Authorization, site managers will also want to secure their custom web applications built with entity forms and entity lists. [!INCLUDE[proc-more-information](../includes/proc-more-information.md)] [Define entity forms](entity-forms.md) and [Define entity lists](entity-lists.md)
18+
Although permissions to change and access URLs in a portal site map is granted via Content Authorization, site managers will also want to secure their custom web applications built with entity forms and entity lists. [!INCLUDE[proc-more-information](../../../includes/proc-more-information.md)] [Define entity forms](entity-forms.md) and [Define entity lists](entity-lists.md)
1919

2020
To secure these features, entity permissions allow for granular rights to be granted for arbitrary entities and for record-level security to be enabled via relationship definitions.
2121

@@ -46,7 +46,7 @@ With Contact scope, a signed-in user in the role for which the permission record
4646

4747
On an entity list, this means that a filter will be added to whatever model-driven app views are surfaced by that list, which only retrieves records directly linked to the current user. (Depending on the scenario, this relationship can be thought of as ownership or management rights.)
4848

49-
Entity forms will only allow the appropriate permission for Read, Create, Write, and so on if this relationship exists when the record is loaded. [!INCLUDE[proc-more-information](../includes/proc-more-information.md)] [Define entity forms and custom logic within a portal](entity-forms-custom-logic.md).
49+
Entity forms will only allow the appropriate permission for Read, Create, Write, and so on if this relationship exists when the record is loaded. [!INCLUDE[proc-more-information](../../../includes/proc-more-information.md)] [Define entity forms and custom logic within a portal](entity-forms.md).
5050

5151
### Account scope
5252

@@ -100,7 +100,7 @@ We will now add a Child permission to the Global Lead permission. With the Paren
100100

101101
Select the entity as Tasks and the scope as Parental. Note that you can then select the parent relationship (**Lead\_Tasks**). This permission implies that a contact that is in a web role with the parent permission will then have global permission to all tasks that are related to leads.
102102

103-
Remember that in order for your list to respect these permissions, you must have enabled Entity Permissions on the list AND there must be actions that will actually allow users to perform the actions for which their permissions have been granted. Furthermore, permissions must also be enabled on the [entity form](entity-forms-custom-logic.md) record, and that form must be surfacing a page that has a subgrid on it for the entity that you want to enable with child permissions, in this case Tasks. Furthermore, to enable Read or Create permissions for tasks, you will need to configure those entity forms too, and edit the forms to remove the Regarding lookup field.
103+
Remember that in order for your list to respect these permissions, you must have enabled Entity Permissions on the list AND there must be actions that will actually allow users to perform the actions for which their permissions have been granted. Furthermore, permissions must also be enabled on the [entity form](entity-forms.md) record, and that form must be surfacing a page that has a subgrid on it for the entity that you want to enable with child permissions, in this case Tasks. Furthermore, to enable Read or Create permissions for tasks, you will need to configure those entity forms too, and edit the forms to remove the Regarding lookup field.
104104

105105
![Edit a web page form](../media/edit-webpage-form.png "Edit a web page form")
106106

powerapps-docs/maker/portals/configure/configure-site-settings.md

Lines changed: 0 additions & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -77,7 +77,6 @@ For site settings related to various portal features, see:
7777
- [Search within file attachment content](search-file-attachment.md)
7878
- [Behavior and format of the date and time field](behavior-format-date-time-field.md)
7979
- [Add geolocation](add-geolocation.md)
80-
- [Integrate Field Service](https://docs.microsoft.com/dynamics365/customer-engagement/portals/integrate-field-service)
8180
- [Implementing General Data Protection Regulations](https://docs.microsoft.com/dynamics365/customer-engagement/portals/implement-gdpr)
8281
- [Enable header and footer output caching](https://docs.microsoft.com/dynamics365/customer-engagement/portals/enable-header-footer-output-caching)
8382

powerapps-docs/maker/portals/configure/entity-forms.md

Lines changed: 1 addition & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -169,7 +169,7 @@ Clicking on one of these options displays a configuration area for that action.
169169
- Set Opportunity on Hold (opportunity)
170170

171171
> [!NOTE]
172-
> It is recommend to create a workflow instead of adding an **Activate** or a **Deactivate** button for out of the box entities having defined specific **state** and **status code** values that they require for their business processes. For example, Incident ([status options](../customerengagement/on-premises/developer/entities/incident.md#statuscode-options)), Opportunity([status options](../customerengagement/on-premises/developer/entities/opportunity.md#statuscode-options)), Entitlements ([status options](../customerengagement/on-premises/developer/entities/entitlement.md#statuscode-options)).
172+
> It is recommend to create a workflow instead of adding an **Activate** or a **Deactivate** button for out of the box entities having defined specific **state** and **status code** values that they require for their business processes. For example, Incident ([status options](https://docs.microsoft.com/dynamics365/customerengagement/on-premises/developer/entities/incident#statuscode-options)), Opportunity([status options](https://docs.microsoft.com/dynamics365/customerengagement/on-premises/developer/entities/opportunity#statuscode-options)), Entitlements ([status options](https://docs.microsoft.com/dynamics365/customerengagement/on-premises/developer/entities/entitlement#statuscode-options)).
173173
174174

175175
## Geolocation configuration for entity forms
Loading
Loading
Loading
Loading
Loading
Loading
Loading

0 commit comments

Comments
 (0)