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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Excel filters and perm...
Small and medium business | Business Central, N...
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Excel filters and permission sets

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Posted on by KP-30071324-0 15
Hi, I set permissions that prevent the user from reading, adding, or modifying vendors and documents related to numbering series that include "B2B" in the name. When I exported the vendor records to Excel, the sheet was empty. It turned out that an automatic filter was applied in Excel with the condition "No. equals D/B2B*." After clearing the filter, everything was fine. But I'm wondering why this filter is applied automatically—can this be bypassed somehow?
 
Regards
KP
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Dynamics 365 Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 74,148 Super User 2024 Season 2 on at
    Excel filters and permission sets
    I'm not sure. Uninstall all third-party extensions first, and then try it with Super User. If there is no problem, it may be caused by customization or permissions.
     
    Hope this can give you some hints.
    Thanks.
    ZHU
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 24,961 Super User 2024 Season 2 on at
    Excel filters and permission sets
    Are you using security filters? It looks like security filters affect the Edit in Excel feature. 
     
  • gdrenteria Profile Picture
    gdrenteria 12,546 Most Valuable Professional on at
    Excel filters and permission sets
    Hi
    Does the API or web service that you are using in Excel have filters? Does the list-type page from which you edit in Excel have filters?
    Best
    GR

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