Permission Sets - Security Filters on Fields

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Posted on by Tris15

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Hi Everyone

Regarding security filters on permission sets

I created my necessary permissions sets correctly, I know want to disable modification on certain fields on purchase documents, for example the currency code field

Will security filters suffice? if not what approach should I follow

Regards,

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Dynamics 365 Business Central

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EO-22040911-0 79 on at

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Hi,

I have the same issue recently, you can disable fileld by personalisation in Profiles (Roles) in Customise pages.

Then you need to assign this role to user, and in Role card Disable personalization, so he couldn't add this field.

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Jainam M. Kothari 15,639 Super User 2025 Season 2 on at

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May this can help : https://yzhums.com/41907/

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Khushbu Rajvi. 20,838 Super User 2025 Season 2 on at

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Security Filters in Business Central apply to the record level of data, not specific fields. So, they limit which records a user can access or modify based on certain conditions (like filtering records based on a field value such as "Location Code" or "Vendor"). However, they don't provide functionality to restrict access to specific fields like "Currency Code" in a page or document.

https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/security/security-filters

If you want to prevent users from editing specific fields (like "Currency Code") in a document (e.g., Purchase Order), you need to use either Page Customizations or Permissions with AL code

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Valentin Castravet 31,515 Super User 2025 Season 2 on at

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No, you can't use security filters for that. Security filters are meant to hide or restrict access to certain records based on a field's value, not to disable modifications to specific fields like the Currency Code. For example, you could use a security filter to hide the "USD" currency from the list, but users would still be able to modify the Currency Code field itself.

If you want to prevent users from modifying a field, you need to make it read-only through profile customization or by customizing the system. To make it read-only through profile customization, you can follow this guide - Mark fields as read-only when customizing UI | Microsoft Learn

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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