Hello community,
I’m looking for advice regarding record visibility in Dataverse.
I have two tables:
My Request Table (“Parents”)
Approvals Table (“Childs”)
Currently, we have security set up so that records are only visible to the owner/creator.
The challenge is that for each request, I may need to add multiple approvers. These approvers need to:
See the parent request record
See all associated approval records
See the decisions made by other approvers
I’m trying to figure out the best approach to achieve this. Should I:
Use sharing rules?
Use teams or roles to grant access?
Or is there another recommended pattern in Dataverse for scenarios like this?
Any advice, guidance, or examples would be greatly appreciated!
Thanks in advance.
