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Secure Dataverse Form for Model-Driven Apps
Model-Driven App
Oct 3, 2023 8:00 PM

Secure Dataverse Form for Model-Driven Apps

by HubSite 365 about Pragmatic Works

Citizen DeveloperModel-Driven AppLearning Selection

Unlock Dataverse Form Security features for Model Driven Apps with our Microsoft expert as your guide.

The Video by Pragmatic Works dives into the aspect of Dataverse Form Security for Model Driven Apps. The central idea is elucidating how to set up security for Dataverse table forms. The post emphasizes the capability to designate forms to be either universally accessible or reserved for specific users.

Matt explains the various security settings available with forms and the process of setting up and assigning security roles. Power Apps forms settings, being intuitive and user-friendly, allow app makers to seamlessly control user access to forms.

Form settings feature three categories from which a user may choose - setting security roles for a form, form order determination, and setting the fallback form for a table. These settings can be accessed either from the Forms area in Power Apps or the command bar in the form designer.

Form security roles are crucial as different individuals may interact differently with the same data. For instance, managers might need an information overview, while service people may favor forms that facilitate data entry. Encompassing such differing needs can be achieved by allocating forms to the security roles that various groups belong to.

For tables with more than one main or other form types, users can select which forms will be used considering their security roles. Note that there must always be a “fallback” form, which is a specially designated form visible to users whose security roles do not have any explicitly assigned forms.

The blog clarifies that 'Quick Create', 'Quick View', and 'Card' forms cannot be assigned to security roles. App makers can also choose to make a main form inactive, setting an active or inactive state to main forms.

To assign a security role to a form or to configure the form order, one needs to sign into Power Apps first. The blog provides a comprehensive instruction set on how these can be accomplished.

The fallback form for a table is necessary to ensure that a "default" form is always displayed if a user does not have any security roles assigned or there are no assigned security roles for a main form type. The blog explores several strategies to manage the fallback form for a table, some of which include creating a contingency or a generic form.

Additional Insights on Dataverse Form Security

The Dataverse Form Security feature is a integral part of the Model Driven Apps, and its efficient utilization can greatly enhance user experience. By allowing app makers to control user access to forms, it brings a level of flexibility and customization to the table that is highly advantageous.

The ability to assign forms to the security roles held by various groups is particularly significant, as it accommodates differing needs effectively. Also, the concept of a 'fallback' form ensures that every user has access to at least one form, hence preventing unnecessary exclusion.

Overall, the Dataverse Form Security feature is a testament to the extent of control and customization that Model Driven Apps offer, making it an indispensible tool in managing data and user roles in the virtual space.

More links on about Dataverse Form Security For Model Driven Apps

Control access to model-driven app forms in Power Apps
Mar 12, 2023 — Assign a security role to a form · Sign into Power Apps, select Solutions, open the solution you want, select a table, and then select the Forms ...
Share a model-driven app using Power Apps
May 8, 2023 — Usually, this takes the form of the app sharer having the Dataverse System Administrator or System Customizer security role. These roles can ...


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