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Extending SalesLogix Security

by ajappel on ‎02-10-2010 10:15 AM

Interesting fact about SalesLogix.  By simply adding in a seccodeid field (standardId) to a table in SalesLogix, the Provider will automatically enforce security on that table.  What does that mean?  We can grant Lee Hogan access to Abbott Ltd. and restrict his access to some of Abbott Ltd.’s  Contacts, Opportunities, Tickets, Activities, History, Document attachments… 

 

How Does It Work?

All 8 Contacts in Abbott Ltd. are assigned to Owner = Midwest (seccodeid = FDEMOA000003).  Lee Hogan has rights to the Midwest Team and can see all 8 contacts.

 

If you allow users to edit the Owner field on the Contact Detail screen, by default this field is read only, and you select Southeast (seccodeid =FDEMOA000007) for Lou Balbo, Lee Hogan will only be able to see 7 contacts.   Why?  Lee Hogan does not have rights to the Southeast Team.

 

Adding in a Seccodeid Field to OOB and Custom Entities

Add in “Seccodeid” field (Type standardId) to an entity (e.g. SalesTeam).  On a data entry form add in a field (Type Owner, bound to seccodeid, caption whatever you want).

·         If there is no data in this table (e.g. SalesTeam) nothing else is required for transactional level security to work.  All new entries will automatically have a seccodeid assigned to them.

·         If you have already entered data into this table run a SQL script to populate Seccodeid’s since the Administrator is the only person who can see records where Seccodeid is Null.

 

Sample SQL script

use saleslogix_eval

Update sysdba.SalesTeam

set seccodeid = sysdba.Account.Seccodeid

From sysdba.Account

where

sysdba.SalesTeam.Accountid = sysdba.Account.Accountid

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