Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Finance forum / Inquiry regarding gran...
Finance forum
Suggested answer

Inquiry regarding granting reading permission for each slip.

Posted on by 93
Dear users
 
I am a D365 F&O user.
Is there a standard feature that prevents other users from seeing the vouchers they have created?
The photos below are difficult to use because they can be viewed by checking them.
 
If there is a standard function, can it be set for each specific user?
  • CU24060019-0 Profile Picture
    CU24060019-0 93 on at
    Inquiry regarding granting reading permission for each slip.
    Dear Waed Ayyad
     
    Can you explain again in detail?
    Through what path can I go in and set it up?
     
    It is checked by default but cannot be modified. However, certain people can freely modify the checkbox.
     
    Thank you
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 3,904 on at
    Inquiry regarding granting reading permission for each slip.
     
    You can try to change permission property of the control (check box control) to manual, create a new security role and privilege.
    To show this check box add this control to form control permission on the newly created privilege so without assigning the role to the user he will not be able to see the check box. 
     
     
     
    Regards,
    Waed Ayyad
    Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future
     
     
     
  • CU24060019-0 Profile Picture
    CU24060019-0 93 on at
    Inquiry regarding granting reading permission for each slip.
    Hi Kevin Xia
     
    I want to default the yellow part of the photo to a checkmark.
     
    And I want to make sure that I can't uncheck it.
    However, certain people would like to be able to freely uncheck the box.
     
    Can you please check again with the above information and give me an answer?
     
    Thank you
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Inquiry regarding granting reading permission for each slip.
    Hi,
    There's no out-of-the-box functionality like this, what you want is a user who goes to the page without the button you screenshot shows, and only shows the records created by them? If so, you'll have to use custom code to make this happen.
    Best regard,
    Kevin

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 288,584 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,864 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans