Fetch Current logged in user name in Dataverse table or in Model driven form

[SG013]

HI

The requirement is, i need to verify the logged in user Info with the data available in my view or table(user people picker is from Microsoft Entra ID).

Need Logged in user name to create calculated column if Logged user is equal to User in table then display 1 else zero.

Similar way in the Model driven form as well.

I am unable to get the logged in user in Dataverse table or Model Driven App.

Please help ASAP.

Appreciate your quick response

Many Thanks in Advance

SG

[Jmanriquerios]

Hi @SG013 

To meet this requirement you must use JS, you can use the Web Client API provided by Dynamics 365. The Client API allows you to access a variety of information and perform operations within the context of the application.

Then you need to create the JS and load it into the form and use the form's onload event

Save this data in a field that you need and from there formulate your logic

function onLoad(context) {
    // Obtener el contexto global
    var globalContext = Xrm.Utility.getGlobalContext();
    
    // Obtener el ID del usuario actual
    var userId = globalContext.userSettings.userId;
    console.log("ID del usuario actual:", userId);
    
    // Opcional: Obtener más información sobre el usuario
    // Nota: Asegúrate de reemplazar 'v9.1' con la versión correcta de tu API de Web
    var req = new XMLHttpRequest();
    req.open("GET", globalContext.getClientUrl() + "/api/data/v9.1/systemusers(" + userId + ")?$select=fullname,jobtitle", 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 === 200) {
                var result = JSON.parse(this.response);
                var fullName = result["fullname"];
                var jobTitle = result["jobtitle"];
                console.log("Nombre completo del usuario:", fullName);
                console.log("Título del trabajo del usuario:", jobTitle);
            } else {
                console.log("Error al obtener información del usuario:", this.statusText);
            }
        }
    };
    req.send();
}

[AllanDeCastro]

Hello @SG013 ,

Would love to understand the whole scenario as maybe some existing fields are enough for you (createdby, modifiedby..).
You can create a JavaScript Web Resource to get the logged-in user's information and add it to the form.

function getLoggedInUser(executionContext) {
    var formContext = executionContext.getFormContext();
    var userId = Xrm.Utility.getGlobalContext().userSettings.userId;
    var userName = Xrm.Utility.getGlobalContext().userSettings.userName;

    // Set these values on the form or use them as needed
    formContext.getAttribute("fieldname").setValue(userName); // Assuming you have a field to store the username, here fieldname is a basic string btu you can also you a lookup data type
}

@Jmanriquerios : Using XMLHttpRequest is not recommended.

[Jmanriquerios]

Thansk @AllanDeCastro 

[shashankbhide]

Call WhoAmI endpoint

<SERVER>/api/data/v9.2/WhoAmI

[Geetha4]

Thanks for the response!

 My concern was to set a field (Is Current user) in my table to display the current logged in user as 1 if the current user matches with user Column (Lookup from Microsoft Entra ID/AADUser Table) and not from user table .

And this should be reflected on table load.

[shashankbhide]

@Geetha4 - Sounds like you need a retrieve plugin on the read of your "table" where you can return 1 or 0 based on the logic. However, that may have some perf implications as the plugin will execute for every row, alternatively you can create a custom screen to show the desired values.