How to check the name of the specific form and not its pattern

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Posted on by Sergio_Vasquez

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Hello, I'm assigning roles, some roles need to have specific elements or forms so the base roles don't work for me and I have to create my own, the method I use is to right click, and it shows me the name of the form then I look for it in visual studio to look for its related privilege, in part this method has helped me, but there are certain general forms such as the DIALOG, which do not serve me since I need the specific name of the form, my question is how can I consult the specific name and not its pattern from the finance portal

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Bharani Preetham Pe... 3,634 Moderator on at

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Generally, to open a dialog form, you need to click a button. You can check the name of button and check the privileges for that button where the button can be Menu Item Button or normal button.

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Martin Dráb 237,965 Most Valuable Professional on at

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You're asking a wrong question. You seem to believe that the actual form isn't SysOperationTemplateForm and that there is some other form name to found, but you're wrong. The form really is SysOperationTemplateForm. The trick is that there are form controls added to this form at runtime, therefore you should be looking for the class using this SysOperationTemplateForm, not for a different form.

SysOperationTableForm is used for dialogs generated by the SysOperation framework. It's called by a controller class and it usually generates the controls from a data contract class, plus there may be custom code in the UI builder class. You should focus on the controller, that's the entry point.

Unfortunately, you won't easily see it from UI. Instead, you can look at the menu item triggering the class, instead of later looking at the dialog generated by the class. You can also use the debugger to see where the form was called from or extend FormControlPersonalization form to show you this information.

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André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

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Hi Sergio,

As Martin mentioned, you will get the required information by looking into the technical design in Visual Studio. I wrote several blogs about security that can be helpful for you:

Securing a menu item is not enough - form parts - Dynamicspedia

Securing a menu item is not enough - form controls - Dynamicspedia

You can also see if a task recording for security diagnostics will give you the menu item name that needs to be secured.
How to find action and output menu item names for security diagnostics - Dynamicspedia

If the task recording is not giving the details about a menu item, a dialog might be opened by a command button. A command button is a form control. For form controls, you can find information in the blog I shared above.

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