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I created an XDS policy to limit the items displayed for specific roles.
The XDS policy works partially. It displays the correct items when I a create a form with InventTable as the data source. However, when I do a lookup on the ItemId while creating sales or purchase order lines, it shows all the items, ignoring the XDS policy.
Has anyone else noticed this behaviour? Am I missing something.
I haven't tried it but I believe it is due to lookup method written on purchase order lines in PurchTable but still it should work.
The lookups are forms in D365 with another primary table as datasource. To be more specific there are views used to present the items in the lookup grid. The views are treated as separate tables for XDS, so you have to add them as constrained tables on your policy as well. E.g. the views InventItemIdLookupSimpleView and InventTableExpanded are used on some lookup forms.
That is what I did and it worked. In hindsight, it seems fairly obvious. :-)
Thank you very much.
Just want to understand how you achieved it? Could you please help me with how you apply contained table or contained expression.
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