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Small and medium business | Business Central, N...
Answered

Disable Create new Option

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Posted on by 190

Hello All,

How can we restrict to create transfer order/ Sales Invoices for some users. but they should have the options for modify and Post the document. so how can we disable Create new option from List page and card page 

Thanks to all in Advance

  • Alfredo_Iorio Profile Picture
    1,260 on at
    RE: Disable Create new Option

    You probably have conflicting permissions.

    You should remove the existing permission sets and leave only the new ones and try again.

    When there are multiple permission sets pointing at the same table, BC will always use the most restrictive.

  • LearnBC Profile Picture
    190 on at
    RE: Disable Create new Option

    after Re login Also same issue comes.....could you pls let me know what was the issue in the above code to achieve the desired result also

  • Alfredo_Iorio Profile Picture
    1,260 on at
    RE: Disable Create new Option

    Check if you have conflicting permission on this table.

    You might need to log out and log in back into BC.

  • LearnBC Profile Picture
    190 on at
    RE: Disable Create new Option

    For tranfer order i did the same setup as explained. but still i cant able to post the transaction

    user is gettng the error

    to.jpg

    p2.jpg

  • LearnBC Profile Picture
    190 on at
    RE: Disable Create new Option

    Thankyou

    for giving the Modify lines/insert new  lines and header portion we need to keep insert option blank for Sales line object  right?

  • Verified answer
    Alfredo_Iorio Profile Picture
    1,260 on at
    RE: Disable Create new Option

    That's what I would do.

    I would give it a test but it looks like you got the permissions right.

  • LearnBC Profile Picture
    190 on at
    RE: Disable Create new Option

    Okay Thanks for the Reply.

    Actually in our scenario, Users are doing multiple jobs so if we give other/Higher permission it will overwrite .Right? 

    So my Better Understanding, For any Sales/Pur/Job/ transactions, if the user dont have the option for Create New documents Means "we need to set Insert as Blank " & Modify -> Yes and for posting (Delete-> Indirect)  

    ie, the Below setup is right for Sales?  (Block new creation  &, Only allows the user to Modify the record and post the documents)

    per.jpg

  • Suggested answer
    Inge M. Bruvik Profile Picture
    1,029 Moderator on at
    RE: Disable Create new Option

    Totally agree with Alfredo. You should not develop a special solution for your scenario but use the permission functionality built into the system.  

  • Verified answer
    Alfredo_Iorio Profile Picture
    1,260 on at
    RE: Disable Create new Option

    You might want to use permissions before developing new code.

    Creating new records is managed by specific permissions.

    You can create a new permission set and a group and assign those users to it.

    If you want to disable the option to create new sales invoices you need to remove the Insert Permissions on table 36.

    pastedimage1661873236217v1.png

    If you want the users to post or modify the document, give them Indirect permissions on Delete (the posting action means indirect deletion of table records) and Yes on Modify.

    You need to do the same on the Sales Lines table.

  • LearnBC Profile Picture
    190 on at
    RE: Disable Create new Option

    it is not working, is there any mistake i made while doing 

    i want to Restrict the users from Create New transfer Orders from list and Transfer Orders page (same user can allow to modify and post the jobs )

    tableextension 55004 "User SetupPage(For Job Crate)" extends "User Setup"
    {
        fields
        {
            // Add changes to table fields here-- 
            field(55100; JobCr; Boolean)
            {
                Caption = 'Job Creation';
                InitValue = True;
                DataClassification = CustomerContent;
            }
        }
    
    
    }

    pageextension 55006 "User Setup Job Cr" extends "User Setup"
    {
        layout
        {
            // Add changes to page layout here
            addafter("Register Time")
            {
                field(JobCr; Rec.JobCr)
                {
                    ApplicationArea = all;
                    Caption = 'Job Creation';
                    Width = 10;
                }
            }
        }
    }
    

    pageextension 55005 "Job Card Disable Create" extends "Job Card"
    {
        layout
        {
            // Add changes to page layout here
        }
    
        actions
        {
            // Add changes to page actions here
    
        }
    
        trigger OnInsertRecord(JobCr: Boolean): Boolean
        var
            UserSetup: Record "User Setup";
        begin
            UserSetup.get(UserId);
    
            if not UserSetup."JobCr" then
                Error('You dont have permission to insert the record.');
    
        end;
    }

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