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Unable to Grey Out "New" Button on the Customer Form

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Posted on by Paul V

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Hello All:

I am Unable to Grey Out the /New/ Button on Customer Form. Need to be able to allow user to update but not create a new customer. I can block from table, but want the button greyed out

Here is the field and form info:

I have /Denied/ access to CustTableNew Display Menu Item (the /New/ button)

and to CustTable Table:

Still not greyed out (But I was able to get the Delete greyed out)

Any help appreciated

Thanks

Paul

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Paul V 135 on at

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Unable to Grey Out "New" Button on the Customer Form

SO I'm still not able to grey out the button
Paul V 135 on at

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Unable to Grey Out "New" Button on the Customer Form

Hi Nikola

I set the access level for "Custtablelistpage", "Custtabledetails" and "custtableedit" menu items to grant "read" and "update" access only. Leaving the create and delete levels as "Unset".

I removed the "Custtablenew" menu item also as you stated also.

New button still shows and it's still not greyed out.
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NikolajSorensen 1,755 on at

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Unable to Grey Out "New" Button on the Customer Form

Hi Paul.

My recommendation is not to start using the "Deny" option as it will override any future access granted to a user.

Instead my recommendation would be to set the access level on the "Custtablelistpage", "Custtabledetails" and "custtableedit" menu items, to only grant read and update access. Leave the create and delete levels as "Unset".

You should not include the "Custtablenew" menu item in your privilege, so simply remove that.

Similarly, there should be no need to add table acccesses if you limit the access as stated above.
Paul V 135 on at

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Unable to Grey Out "New" Button on the Customer Form

Hi.

Just checking to see if anyone has some answer/direction for me.

Thanks

Paul
Leah Ju Microsoft Employee on at

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Unable to Grey Out "New" Button on the Customer Form

Hi Partner,

Based on your screenshot, you are using Finance&Operations App.

If so, you need post the question in the following forum for further help:

Finance forum (dynamics.com)