Create a Portal App: Accessible Web Form for Authenticated Users

Web Form Access for Authenticated Users

Question

You create a portal app and add a web form based on a Dataverse table.

What are the three steps you need to accomplish to give access to the form only to the authenticated users?

Answers

Explanations

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A. B. C. D. E.

Correct Answers: B, D and E

When you need to secure the data form or list from unauthorized access, you need to check "Enable table permissions" on the web form's properties.

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After that, you need to link the table permissions with the portal role of the Authenticated user.

Open the Portal management (Number 1), and under the Security section (Number 2), select the Web Roles (Number 3)

Then select an Authenticated Users (Number 4) from the list of the web roles.

On the next screen, click on the Related tab (Number 5)

In the new menu, select the Entity Permissions (Number 6)

Then on a new screen, click on the "Add Existing Entity Permissions" or create a new Entity Permission record.

When you create a new record, you need to select the scope and grant access levels.

After you save the record for this web role, only the users with the Authenticated Users' web role will have access to the web form.

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All other options are incorrect.

For more information about the web roles and entity permissions, please visit the below URLs:

To give access to a portal app web form based on a Dataverse table only to authenticated users, the following three steps need to be accomplished:

  1. Create a new Entity Permission record: Entity permissions define which entities can be accessed and by whom. To ensure that only authenticated users can access the web form, a new entity permission record needs to be created. This can be done by going to the portal management app, selecting the desired web form entity, and creating a new entity permission record. In the entity permission record, set the "Granted Access" field to "Authenticated" and configure other necessary settings such as "Read" and "Write" permissions.

  2. Select a Web Role: Web roles define the permissions that are granted to users for accessing portal content. To ensure that only authenticated users can access the web form, a web role needs to be selected that has "Authenticated Users" as a member. This can be done by going to the portal management app, selecting the desired web role, and adding "Authenticated Users" as a member.

  3. Create a new Web Page Access Rule: Web page access rules define which pages can be accessed by which users. To ensure that only authenticated users can access the web form, a new web page access rule needs to be created that restricts access to authenticated users only. This can be done by going to the portal management app, selecting the desired web page, and creating a new web page access rule. In the web page access rule, set the "Granted Access" field to "Authenticated" and select the appropriate web role that was created in step 2.

Therefore, the correct answers are: B. Enable table permissions D. Create a new Entity Permission record E. Select a Web Role.