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Small and medium business | Business Central, N...
Answered

Restricting Job Task Accessibility

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Posted on by 40

Hi,

Is there a way to restrict what job task employees can see when recording timesheets?

On Job Cards we have something like this:

pastedimage1636003732830v1.png

When employees record their timesheet, they should only choose TS1 or TS2 to record their hours against. However, the Job Task dropdown list on the timesheet shows all codes from the Job Card (SAL1, SAL2, TS1,TS2, etc). 

I would like them to only see TS1 & TS2 so it minimises the risk of them accidentally record their hours to the wrong code.

Thank you

  • Suggested answer
    Marco Mels Profile Picture
    Microsoft Employee on at

    Hello,

    Maybe this helps.

    docs.microsoft.com/.../security-filters

    Thanks.

  • Suggested answer
    JAngle Profile Picture
    159 on at

    The security filters are a good way to do this but hard to manage as they would need updating as new job tasks emerge or you have to stick to a coding structure that meets the filter. In your case the filter could be ts* to indicate only job tasks beginning with ts are visible.

    Worth considering you can generate time sheet lines from job planning lines if you input that data. This would remove the need for a user to manually add a line

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