Security permission doesn't work if add the same filed in form using personalization

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Posted on by Galia Handjieva

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We need disable Credit limit in Customer card for group of user. We restrict access to the control Credit_CreditMax in CustTable form according to https://community.dynamics.com/ax/f/33/p/111412/462377#462377 (André Arnaud de Calavon responded on 2 Sep 2013 8:50 AM) and everything works fine. But if the users add field CreditMax from source CustTable again using button Personalise, the new control is editable.

We don't want to restrict user using Personalize, it's very useful functionality. What we only want is some users in our organization can change customer credit limit and the others only can see the content of the field but never change it.

Any suggestions?

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Galia Handjieva 725 on at

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Hi, Crispin John Augustine,

I mean the first (standard) control in the form is non-editable and the second control (added using Personalize) is editable.

I've never tried to add new control from development but I suggest it will be new control and my restrictions won't affect it.

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Hi!

You can to use property AllowAdd (Form \ DataSource \ Field)

msdn.microsoft.com/.../aa860145.aspx

Specify whether you can use personalization to add a field to a form.

Imho

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Galia Handjieva 725 on at

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These are the settings of the privilege my role uses and the setting of the form control Credit_CreditMax.

This is the result. The green marked control is default - it's non-editable as I've expected. The control in right marked in red is added using Personalize - it's editable and I think is not correct.

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Galia Handjieva 725 on at

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I'm not sure this is most accurate way but the next settings works as I expect:

Don't change Needed permission for the form control ("None"). In section Permission in privilege add Tables (not Forms) and then the field CreditMax (not form Control). Give the table EffectiveAccess = "Create" and for the field "Read". Now add new control using Personalize - both old and new controls are non-editable. That's what I need.

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Mea_ 60,286 on at

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Hi Galia Handjieva,

You found right solution. Another option could be using override permission functionality daxpeng.blogspot.co.nz/.../override-permissions-in-role.html . In this case you could restrict access to a field on a table level, so it won't be editable not only on this form but on any form that has this table as a data source.

If issue is solved could you please mark your answer and any that helped you as verified to close this thread.

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Galia Handjieva 725 on at

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"What we only want is some users in our organization can change customer credit limit and the others only can see the content of the field but never change it."

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