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Answered

how to give users only read permission to customer page ?

Posted on by Microsoft Employee

Hi,

How to give read permission in customer card page  for payment terms field so that users not able to change payment terms. Kindly advise.

Thanks

With Regards

Mandeep Kaur

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how to give users only read permission to customer page ?

    You can add a boolean field to "user setup" and name it "Edit Payment terms", check it on Customer Card page open, then write in "Payment Terms - On Validate" a lines of code such as:

    If Not UserSetup."Edit Payment terms" then
      Error('You Dont have permissions to edit Payment Terms');


     

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how to give users only read permission to customer page ?

    Hi Sir,

    The problem has been resolved. Thanks a lot

    I an not able to verify the answer.  there is no option to verify the answer like others have.

    Thanks

    With Regards

    Mandeep Kaur

  • Amol Salvi Profile Picture
    Amol Salvi 18,690 on at
    RE: how to give users only read permission to customer page ?

    Hi Mandeep,

    If problem resolved then kindly verified the answer .

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how to give users only read permission to customer page ?

    Hi All,

    Thanks for the valuable feedback  and solutions. This problem has been resolved.

    Thanks once again

    With Regards

    Mandeep kaur

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how to give users only read permission to customer page ?

    Ideally, when you create any new users, you should give at-least ALL user roles & permission (DEFAULT STANDARD ROLE) and then you can attach your additional roles created by you.

    That should work without any issue in standard database and would not require any customisation.

  • Amol Salvi Profile Picture
    Amol Salvi 18,690 on at
    RE: how to give users only read permission to customer page ?

    Go to Page Designer

    Select Payment Method Code

    Go to Properties or Press SHIFT+F4

    In Editable property put PayTermsEdit

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how to give users only read permission to customer page ?

    Hi Sir,

    I have checked there is no code written in Payment Terms Code in  Customer Card Page

     

    usersetup.jpg

     

    and in User Setup I have not ticked in Allow edit.

    usersetup.jpg

     

    Kindly advise

    Thanks

    With Regards

    Mandeep Kaur

  • Amol Salvi Profile Picture
    Amol Salvi 18,690 on at
    RE: how to give users only read permission to customer page ?

    Check User Setup have to tick on Allow Edit

    If yes then you will be allow to edit

    as well as check the properties of payment terms code look at editable property

    What is set there ?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how to give users only read permission to customer page ?

    Hi Sir,

    Thanks for your support.

    I have successfully compile the code. When I am trying to edit the payment terms I am able to do it. Kindly advise.

    payterms.jpg

    payterms.jpg

    Thanks

    With Regards

    Mandeep Kaur

  • Amol Salvi Profile Picture
    Amol Salvi 18,690 on at
    RE: how to give users only read permission to customer page ?

    Now there is mistake .Usersetup should be record and not boolean

    It should be like

    UserSetup   Record User Setup

    PayTermsEdit Boolean

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