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

Disable Create new Option

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Posted on by 240

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

I have the same question (0)
  • Suggested answer
    Marco Mels Profile Picture
    Microsoft Employee on at

    Hello,

    Please have a look here:

    docs.microsoft.com/.../ui-define-granular-permissions

    Not sure if it helps for this specific question, but it is a start.

    Thank you.

  • LearnBC Profile Picture
    240 on at

    Can we do it with the help of User setup with a boolean value, so that which all the users are selected that users cant able to create new?

    if it is possible how it will be mentioned in OnOpenTrigger

    Pls advice

  • Suggested answer
    Nitin Verma Profile Picture
    21,812 Moderator on at

    Hi,

    you have to create a Boolean field in user setup and mark it true and write the below code on OnInsert Trigger.

       trigger OnInsertRecord(BelowxRec: Boolean): Boolean

       var

           UserSetup: Record "User Setup";

       begin

           UserSetup.get(UserId);

           if not UserSetup."Boolean field" then

           Error('You dont have permission to insert the record.');

       end;

  • LearnBC Profile Picture
    240 on at

    is it possible, if we put these 4 users under one user group and call this usergroup instead of user id?

    if we put this, is it allow the users to modify the entries (Only we cant to stop/restrict creating new records)

  • Suggested answer
    Nitin Verma Profile Picture
    21,812 Moderator on at

    You can try this as well.

  • Verified answer
    Amit Baru Profile Picture
    3,043 on at

    Hi,

    Pls find the below code for above requirement.

    trigger OnInsertRecord(BelowxRec: Boolean): Boolean

       var

           UserSetup: Record "User Setup";

       begin

           UserSetup.get(USERID);

           if not UserSetup."Restrict New Sales Order" then

           Error('You do not have permission to insert the record in Sales order.');

       end;

    Regards

    Amit Sharma

    www.erpconsultors.com

    https://www.linkedin.com/in/amit-sharma-94542440/

    Press Yes if info is useful.

  • LearnBC Profile Picture
    240 on at

    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;
    }

  • Verified answer
    Alfredo_Iorio Profile Picture
    1,268 on at

    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.

  • Suggested answer
    IB-29041624-0 Profile Picture
    1,187 Moderator on at

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

  • LearnBC Profile Picture
    240 on at

    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

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