Nav2015 - Make Word Layout Non-Editable when Running Report

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Hi all,

I am playing around with word layouts for reports in Dynamics Nav - 2015.

I have a report (based on standard 205 - Order Confirmation). When I run the report, I click on 'Preview' and it brings up the word document for me filled in with some details (variables I put in) ready to be edited. -- But Editing this word document makes no sense in my case and could cause problems with data consistency if any values were accidentally(or on purpose) changed.

So I'm wondering how do I make this word document non-editable? Or how do I solve this issue, where the data in the report shouldn't be changed by the user when this report is run?
(NOTE: this word document can also be opened from the 'Print...' dropdown button on the request page)

Thanks,
Izzy

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keoma 32,729 on at

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you could start word in print layout per default following superuser.com/.../set-print-layout-as-default-view-in-word-2013.

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Making the word document non-editable is not for me. Sure I could do this, but then I send this report object out to our client and they can edit it all they want(since this property on word is only set on my machine), that's not what I want. I'd like to somehow make this word layout non-editable whenever the report is previewed from the request page.

Or is there anyway to remove the option to preview off of the request page? To only allow the user to set filters and then only allow them to print?

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Suresh Kulla 50,243 Super User 2025 Season 2 on at

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Use this code to stop user preview the report, add the below code in the OnPreDataItem trigger of the sales header

IF CurrReport.PREVIEW THEN

ERROR('You cannot preview the report');

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Community Member on at

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Thanks,

This does work perfectly for restricting the user from previewing by clicking on the preview button on the request page.

Is there any way though to prohibit the user from opening the report from 'Print...'>'Microsoft Word' on the request page as well?

Cheers

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Suresh Kulla 50,243 Super User 2025 Season 2 on at

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No, i don't think that is possible,

but recently for a similar kind of requirement what we did was removed the report option from the page and added a new action which will directly save the report to PDF and opens it. You can do similar modification where you can add an action which directly prints the report.

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Community Member on at

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Very interesting!

Thank you kindly for your help.

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