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Hidden an Sales Order action for specific role

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Posted on by Manuel Lozada

373

Hi Community,

Could you help me with this:

I create a new role in BC, but in this case the user that will be working in this role, he will have not permission to Post sales order, my inquiry is how I can lock or hide this action for specific role and user?

Thank you for your time.

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Dynamics 365 Business Central

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Mohana Yadav 61,204 Super User 2026 Season 1 on at

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You can achieve it with the permission sets by removing access to the post.

Or you can go to the profiles and customize the sales order page to hide the post actions.

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Vaishnavi J 3,094 on at

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Hi,

You can create a boolean in user setup page and whenever the boolean is true then in your onopen page trigger use the below logic of sales order card page extension

Var IsAccessible: boolean // declare a global variable

//To get the user and which user is able to see post action

trigger OnOpenPage()

var

Rec_User: Record "User Setup";

begin

IsAccessible:=false;

Clear(Rec_User);

Rec_User.Reset();

Rec_User.SetRange("User ID", UserId);

if Rec_User.FindFirst() then begin

IsAccessible:= Rec_User.IsAccessible; // if the IsAccessible value is true meaning that user is able to see Post action

end;

//write the code in sales order card page extension

Modify

{

Action(Post)

{

visible=IsAccessible;

}

}

If my answer was helpful to you, please verify it so that other users know it worked. Thank you very much.

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Manuel Lozada 373 on at

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Hi Vaishnavi,

I try follow your instructions but "User Setup" does not contain a definition for IsAccessible because is a global variable.

Could you said me how I can fixing and how assigned the user.

thank you

IsAccessible:= Rec_User.IsAccessible;

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Vaishnavi J 3,094 on at

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Hi

In your User Setup page create a boolean field called as IsAccessible and after creating that field in User Setup table and page extension.

Then in the Business Central User Setup page just select this boolean to be true whichever user needs to be shown the post action.

If my answer was helpful to you, please verify it so that other users know it worked. Thank you very much.

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YUN ZHU 99,416 Super User 2026 Season 1 on at

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Hi, If you don't need to set conditions, you can easily remove them by using the Customize Pages function on the Profile page.

Hope this helps.

Thanks.

ZHU

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