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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / AX 2012 Security - Res...
Microsoft Dynamics AX (Archived)

AX 2012 Security - Restrict field access on form (minus 1 fast tab)

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Posted on by Community Member Microsoft Employee

I need to restrict the customer form.  For a custom role I need them to be able to

  • View the menu item
  • Open the form
  • Disable their ability to change all fields with the exception of adding contact information

I've got all but 1 of those.  I can make the entry point access view only.  I am unable to get the contact information to be editable by this role.  I'm unsure how to proceed.  I know that data is not on the CustTable.   Is this even possible to accomplish?  My alternative was to make a custom form and have that role us that form instead.  

The only problem with that last solution is it then causes issues with hotfixes / updates if any make changes  this will be an additional thing that needs to be looked at.  

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: AX 2012 Security - Restrict field access on form (minus 1 fast tab)

    Mahmoud,

    Yeah that doesn't provide an easy way to move this from environment to environment without having to repeat those steps for each of these requests.   Those changes don't get saved on the AOt as far as I can tell

  • Suggested answer
    Mahmoud Hakim Profile Picture
    Mahmoud Hakim 17,887 on at
    RE: AX 2012 Security - Restrict field access on form (minus 1 fast tab)

    just select your role and click override permission button ,select your table and set permission to view

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: AX 2012 Security - Restrict field access on form (minus 1 fast tab)

    Chaitanya,

    The problem is when you set the entry point to get into the form as just view or update it overrides that security.  I disabled access to the CustTable table but with Update access to the form it then allows me to make changes to CustTable fields

  • Suggested answer
    Chaitanya Golla Profile Picture
    Chaitanya Golla 17,225 on at
    RE: AX 2012 Security - Restrict field access on form (minus 1 fast tab)

    Hi

    You could provide access to the table LogisticsElectronicAddress by adding it to either to your security role or security privilege(under the Permissions node) and set effective access property accordingly.

    Path to add on Security Privilege: \Security\Privileges\<Security Privilege>\Permissions\Tables\LogisticsElectronicAddress

    -- Set EffectiveAccess to Update and Managedby to Manual
    Path to add on Security Role: \Security\Roles\<RoleName>\Permissions\Tables\LogisticsElectronicAddress

    -- Set EffectiveAccess to Update and Managedby to Manual

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