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Apply security filter on item table and other forms that item is used

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Posted on by Nertila Tila12

Hello all,

I have applied a security filter on Item Table,for the user not to see a specific item , for example item with number 10001.

But when i go to the sales order and open an order that contains this item, the item is visible.Is that any way that the security filter for this item to be applied even on other places or forms that this table or item is used? Or should i add the security filter even in Sales Table on this case.

Thank you in advance.

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Dynamics 365 Business Central

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JAngle 133 on at

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Security filter is per table. In your case add it to table 37. You may also want it on item ledger entries, archived sales line. It is worth considering the user can only see that item as the data is already present. If they try to select an item then they lookup directly to the item table

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Lars Lohndorf-Larsen on at

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Hello,

Depending on requirements, some times a global filter is an easier way compared to security filters. Global filter is in FILTERGROUP(1). About filtergroups: FILTERGROUP Function (Record) - Dynamics NAV | Microsoft Docs

So if you add a fitler in that group anywhere, the filter will last the whole session. To test it out you can add an action for example to the Customer List with an action:

                action(AddFilter)

                {

                    Caption = 'Add Filter';

                    trigger OnAction()

                    begin

                        item.FilterGroup(1);

                        Item.SetFilter("No.", '<>1000');

                        item.FilterGroup(0);

                        Message('Filter done');

                    end;

                }

After you run this action, Item 1000 will disappear no matter from what page you try to access it.

If this works, then of course a better place to add a global filter would be on Login, so you could add it like this:

codeunit 50102 MyCodeunit

{

    trigger OnRun()

    begin

    end;

    [EventSubscriber(ObjectType::Codeunit, Codeunit::LogInManagement, 'OnBeforeLogInStart', '', false, false)]

    local procedure MyProcedure()

    begin

        Item.FilterGroup(1);

        Item.SetFilter("No.", '<>1000');

        Item.FilterGroup(0);

    end;

    var

        Item: Record Item;

}

Again depending on requirements, maybe this method is worth considering.

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Mathias Leprince 10 on at

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Hello,

I would like to put a warning on this FilterGroup(1) solution.

Except it is now solved in latest BC versions, this feature could lead to records not inserted in tables (seen in Nav versions).

For example :

- put a filtergroup(1) on table G/L Entry for a G/L Account No. value (to hide a particular No. like '<>123456')

- post a document or journal lines that will (should) post entries with this G/L Account No. '123456'

- the G/L entries with the G/L Account No. 123456 won't be inserted in the table

- moreover, Nav will not raise an error, thus leading to inconsistent ledger

KR,

Mathias

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Mathias Leprince 10 on at

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"Except it is now solved in latest BC versions, this feature could lead to records not inserted in tables (seen in Nav versions)."

=> I confirm this is still the case in BC

=> this filtergroup(1) should be handled with a lot of care and not applied to "entries" tables

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