Saturday, October 16, 2021

Share Records with Permission using Web API in Dataverse or MSCRM


Introduction 

In this Blog we will see how to share a Row/Record with permission using Web API JavaScript


Scinario:

Consider we have an Contact Field in Account Entity. then On save of record i need to take the Respective Contact and Share the Account Owner to Contact Owner.


Parameter For Sharing Record

Read : ReadAccess

Write : WriteAccess

Append : AppendAccess

Append To : AppendToAccess

Create : CreateAccess

Delete : DeleteAccess

Share : ShareAccess

Assign : AssignAccess


JavaScript code for Implementing:


function shareUserOrTeamtoRecord(executionContext) {
    var context = executionContext.getFormContext();
    var target = {
        "contactid": "ACAAB842-21C7-E811-A96F-000D3A16A41E", // Pass your respective Record id
        "@odata.type": "Microsoft.Dynamics.CRM.contact" // Pass your respective Entity Logical name record type
    };

    // Sharing with Team
    var principalAccess = {
        "Principal": {
            "teamid": "d272654b-57f5-4564-8d0b-36d0d4c426c4",
            "@odata.type": "Microsoft.Dynamics.CRM.team"
        },
        "AccessMask": "ReadAccess, WriteAccess"
        //Access Mask Sample "ReadAccess, WriteAccess, AppendAccess, AppendToAccess, CreateAccess, DeleteAccess, ShareAccess, AssignAccess"
    };

    // Sharing with User
    var principalAccess = {
        "Principal": {
            "teamid": "d272654b-57f5-4564-8d0b-36d0d4c426c4",
            "@odata.type": "Microsoft.Dynamics.CRM.team"
        },
        "AccessMask": "ReadAccess, WriteAccess"
        //Access Mask Sample "ReadAccess, WriteAccess, AppendAccess, AppendToAccess, CreateAccess, DeleteAccess, ShareAccess, AssignAccess"
    };

    var parameters = {
        "Target": target,
        "PrincipalAccess": principalAccess
    };

    var req = new XMLHttpRequest();
    req.open("POST", context.getClientUrl() + "/api/data/v9.0/GrantAccess", true);
    req.setRequestHeader("OData-MaxVersion", "4.0");
    req.setRequestHeader("OData-Version", "4.0");
    req.setRequestHeader("Accept", "application/json");
    req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
    req.onreadystatechange = function () {
        if (this.readyState === 4) {
            req.onreadystatechange = null;
            if (this.status === 204) {
                //Success - No Return Data - Do Something
            } else {
                var errorText = this.responseText;
                //error response
            }
        }
    };
    req.send(JSON.stringify(parameters));
}


Conclusion:


That's it :) This is how we need use above JavaScript to implement Record Sharing using WebApi.

 


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