Managing System View Access in Model-Driven Apps
In Model-driven apps, system views play a crucial role in defining how data is presented to users. However, not all users should have access to every view—restricting access to views ensures users see only the information relevant to their roles while maintaining data security and performance.
In this blog, we’ll explore how to manage access to public system views, assign security roles to views.
What Are System Views in Model-Driven Apps?
System views in Microsoft Dataverse define how data is displayed for different tables in model-driven apps. There are several types of views:
1. Public Views
- Available to all users with table access.
- Used in grids and subgrids.
- Can be customized or created by makers and administrators.
2. Quick Find Views
- Used when users search for records in a model-driven app.
- Defines the columns and filters used in search results.
3. Advanced Find Views
- Controls which fields are searchable in Advanced Find.
4. Associated Views
- Display records related to a parent record.
5. Lookup Views
- Defines how records appear when selected from a lookup field.
By default, system views are visible to all users who have access to the table. But what if you want to restrict specific views to certain roles?
This is where role-based system views come in.
Why Restrict Access to System Views?
🔹 Security & Data Privacy – Not all users should see every dataset. Restricting views ensures that sensitive business information is available only to the right people.
🔹 Better User Experience – Too many views clutter the UI. Role-based views provide a streamlined experience for users by showing only relevant data.
How to Manage Access to System Views?
Step 1: Enable Role-Based System Views in Dataverse
Use the OrganizationSettingsEditor tool to update the EnableRoleBasedSystemViews setting.
Step 2: Assign Security Roles to System Views
Once role-based system views are enabled, you can assign security roles to each view.
- Go to the Power Apps Maker Portal.
- Navigate to Dataverse → Tables → Select the Table.
- Click on "Views" and choose the view you want to restrict.
- Select "View Settings"
- Assign Security Roles – Add the roles that should have access to this view.
- Save & Publish Changes.
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