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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / How to Hide the Values...
Microsoft Dynamics AX (Archived)

How to Hide the Values in a Field

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Posted on by Living Color 132

Dear all,

How to Hide the values (Closed in a Field (Agreement Status) in this Form ?

screenshot.1.jpg

If I use the Security Role to do this is right  and how to use the Security Role for do to this?

Anybody know please show me.

Thanks all.

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I have the same question (0)
  • Mea_ Profile Picture
    Mea_ 60,284 on at

    You want to hide all records that has status = closed from grid for specific users ?

  • Living Color Profile Picture
    Living Color 132 on at

    Dear ievgen Miroshnikov,

    Yes. I want to hide all records that has status = closed from grid for specific users.

  • Suggested answer
    Mea_ Profile Picture
    Mea_ 60,284 on at

    You need to use XDS msdn.microsoft.com/.../hh272123.aspx

    You need to create new policy and assign it to user role you want to restrict.

    You can find all the details and walkthrough there.

  • Suggested answer
    Jonathan Halland Profile Picture
    Jonathan Halland 11,310 on at

    Hi 

    Do you want to hide these records for convenience or for security reasons?

    There are two fairly simple solutions if you want to do this simply for convenience.

    1. Per user you can filter your records, save the filter and then associate this filter with a custom favourite in AX. E.G. "Open Agreements" etc...

    2. With a small amount of "development" you can create a permenant "Open Agreements" link. This should take less than 5 minutes.

    Basically you need to

    - copy the existing Query associated with the Sales Agreement form. 

    - rename query to "SalesAgreementOpen" and add a range filter to exclude "Closed" agreements

    - copy the existing "Sales Agreement" menu-item and rename it to SalesAgreementOpen and provide a relevant label

    - Change the query node of menu-item to your new query.

    - Add your menu-item to the Sales and Marketing Menu.

  • Mea_ Profile Picture
    Mea_ 60,284 on at

    I think Huy mentioned security role so it's probably connected to security :)

    In this case user can always remove filter criteria and remove restriction this way.

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