Form level security for a security role AX 2012.

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Posted on by Anders Dahlin

Hi,

Is there a way to set security levels for a role based on a form?

For exemple the product form (EcoResProductDetailsExtended) is there a way to restrict access to certain fasttabs for a certain role?

Thank you

Anders Dahlin

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Sohaib Cheema 49,438 User Group Leader on at

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This is doable but doing it cannot give much relief, as user can still add those field by personalization. So, better idea seems to restrict table field’s access.

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Anders Dahlin on at

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Hi Sohaib,

Thank you for your reply, I tried that and it will remove my fields but the fasttab will still be there but empty.

I was hoping I would be able to remove the complete fasttab in one go instead of removing field by field.

In earlier versions of AX we had field groups but I don't think that exists in 2012.

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Sohaib Cheema 49,438 User Group Leader on at

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You can hide Tab.

To do that, you need to set Needed Permission = Manual. An then follow same process as its done for Button. Because buttons or Tabs both are controls.

https://msdn.microsoft.com/en-us/library/gg881160.aspx

Note that if Needed Permission is not manual already, making it manual will remove permission from all current roles and you need to revoke permissions for needed roles.

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Anders Dahlin on at

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This worked fine, I changed it to manual, added it to security with update permission, draged it to the role and set the permission to no access. It was now available for other roles but not the one I draged it to.

Two questions:

1. How will this affect all other roles, from my test it seems like the default will be the security settings on the form.

2. Do I need to add the control to each security level on the form. Read, update, create , delete?

I had a look at one example and it had the property Update even if the control was in security level read on the form.

Thanks

Anders

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Sohaib Cheema 49,438 User Group Leader on at

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Let me try to answer both of your question in a single shot.

Let suppose there is a button or Control such as TAB (as in your case). And further suppose that that Control is already set as Needed Permissions = Read. If Microsoft has kept a control permission to Read, for sure they also dragged the control into one or more privileges.

So, in such cases, if you will change security of control, it may affect any relevant permissions. Suppose it was set as Needed Permissions = Read by Microsoft and you made Needed Permissions = Update. Now all those privileges where it was originally dragged and was set to an original value EffectiveAccess=Read should be updated to EffectiveAccess=Update.

Else, if the control was originally set as Needed Permissions = none, and you changed it to lest suppose Needed Permissions = Update. All roles which were able to see this Control will lose its view rights and now only those roles will see this control, where you will drag this control inside privileges. And assign EffectiveAccess= Update

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Anders Dahlin on at

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In my case a fasttab on item master (ecoresproductdetailsextended) the Needed Permissions was set to "None". I changed it to "Manual".

No roles could at the moment access it. I then dragged it to the security read part on the form with Needed permission set to update. Now the role with access to product master could access the tab again even though I did not touch any roles.

So in this case I guess I do not need to change any roles if it's changed from non to manual.

Later on to affect only one role that shouldn't have access to this fasttab I dragged my new control from the security part of the form and draged the form and the control to the secutiry role. On the role I changed the needed permission on the controll to no access.

As a result the affected role did not have any acces to the fasttab but my other roles did.

Any issues with this kind of setup?

Thank you!

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Sohaib Cheema 49,438 User Group Leader on at

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correct.

I don't see any ambiguities with this configuration. You can proceed it to deploy it.

In future if you need to give or revoke access to any Role(s), for this Tab, you can do that, as you did now.

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Anders Dahlin on at

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Thanks :) Doeas it matter in what permission group I put it in on the form, is it enough just to put it under read and set accesslevel to update. Or do I need to add the control to each permission group on the form?

Reading through TechNet to understand the permissiongroups on the form and how to use manual :)

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Anders Dahlin on at

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Perhaps the permission node/group doesn't matter when using manual, enough to put it under read and then set the effective access.

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Sohaib Cheema 49,438 User Group Leader on at

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It does matter, let’s take example of Finical Dimensions Tabs throughout whole AX.

Let’s be more specific and take example of CustTable. So, CustTable has a TAB to show Financial Dimensions. By default this Tab is set as Needed Permissions = Manual.

Let move a step ahead and have a look at two privileges.

So, it does matter, which role is supposed to update and which role is supposed to View Only. Keep it accordingly.

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