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ReportWhat is the best way to handle field level security in Ax 2009?
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What is the best way to handle field level security in Ax 2009?
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In various implementations, I removed some table access from the groups which provides access to the forms. Then in new groups with table permissions only, this type of variations were defined. A user did get the main group assigned and also another with the table access variation. It might be more manageable for the table access, but on the other hand, you need to assign more groups to one user
I agree. But is there any other alternative practical? Using special permissions would require a lot changes in the security structure for the securing of a single field. And what if they want more fields secured? Is it worth the overhead and the effort?
The problem is that using Special Permissions overrides the menu Item based permission. Since I would be granting special permission to a field on the project table. I would need to re-assign existing menu item permissions to all the groups for that table and exclude edit rights to that one field. So that one group might have full control over the table and another might have edit permissions to that table. I would have to re-apply the table level permissions and exclude edit rights to that one field.
Hi Brian,
Yes. That would be simple. However, ideally you would need to implement security in AX 2009 using user groups only.
yeah..the simplest solution is to just disable the field in the form data source and only enable the field if the use belongs to the right group
Hi Brianmaric,
The methods described by Gunjan are the sole solution if you want to achieve it using the AX 2009 security. It is indeed cumbersome if you have many groups where this project table is used.
The security framework has been changed as of AX2012. So any documentation for AX2012 or Dynamics 365 is not applicable for your version.
Those field properties do not exist in Ax 2009
Hi brianmaric,
I would suggest by using table field properties.
Check out the below link to get an idea but it's on AX 2012 (might help you out)
docs.microsoft.com/.../how-to-design-permissions-for-fields-in-a-table
In case you have user groups set up for all users presently, you would go in and enable grant access for this field for the particular group. You would then need to disable access for the other group(s) who have access to Projects form.
If you have a lot of users, it might take a lot of effort to implement. This way might be beneficial if you have other forms with ProjTable as the data source where users might be able to pull this field into the form using "Setup" and make changes.
But how would this work? It's not enough to grant access to this field on the projTable to a particular user group. You would have to deny access to everyone else who has access to that table through their regular permissions which would include access to all the fields on the table. Does that make sense?
To my knowledge, It doesn't override the menu item related security settings.
You can experiment and see if this works better for you.
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