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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Multiple role with Rec...
Microsoft Dynamics AX (Archived)

Multiple role with Record level security for a user

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Posted on by Boobalan 727

Hi,

I created two role with record level security. Ex: Role 'A' which contains salestable with customer group 10 only,

Then Role 'B' which contains sales table with customer group 20 only.

If i assigned each role with single user, its working fine.

but if i assigned both role (A and B) to a single user then the sales order details is showing empty.

I dont know, how the record level security roles working together. but what i want means, the sales order should show customer group 10 and 20 records in the details form.
Please advice .


Thanks in advance

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  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,721 Super User 2025 Season 2 on at
    RE: Multiple role with Record level security for a user

    Hi Boobalan,

    Can you explain if you really used record level security or if you are using extensible data security for it.

    At least XDS cannot do this for you. You have to maintain a table where you can link a user to a customer group then. Then it would be possible to use XDS for this purpose. There is another more expert level trick to create a temporary table and use this for XDS. A method XDS() on this table can be used to fill the table like you want.

  • Suggested answer
    5400 Profile Picture
    5400 7,162 on at
    RE: Multiple role with Record level security for a user

    I am agree with andre, you can create temporary table and populate the required info which you want to secure through XDS method.

    Now you can create query with your primary table, child table and temptable with valid relation. In your case custgroup , salestable and temtable.

    Create the policies with primary table and query and run the scenario.

    Example:

    \Data Dictionary\Tables\DMFMyDefinitionGroups

    \Queries\DMFMyDefinitionGroups

    \Security\Policies\DMFMyDefinitionGroups

  • Boobalan Profile Picture
    Boobalan 727 on at
    RE: Multiple role with Record level security for a user

    Thanks Bhasker and Andre,

    yes Andre,  i used XDS method.

    As Bhasker said,  i created queries with tables and created policies with the respective queries and assign roles also.

    if i assign single role for a single user, i can see values in sales table details, but If i assign two or more than two roles for a user, value doesn't showing.

    Please advise.

  • 5400 Profile Picture
    5400 7,162 on at
    RE: Multiple role with Record level security for a user

    See XDS you can implement as per role or multiple roles or users. I shared one XDS code reference. Did you gone through it.

    In your scenario please populate 10 and 20 customer group in MyCustGroupTable independent of role in XDS method. It should work if you have created correct query and policy as per hierarchy. You can create multiple combination as per your business process to populate the data in your MyCustGroup table.

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