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Dynamics 365 Community / Forums / Finance forum / Sales lines security
Finance forum
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Sales lines security

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Posted on by CU22120935-0 92
Hi,

I have added a NoYes field called 'Field1' to SalesLine. Whenever i select some lines and click a button, this 'Field1' field is updated to yes for those selected lines.
Now if 'Field1' field value is yes, the line should not be editable by anyone. Only sys admin can edit the line. How to do that?

is this a good solution?

maybe on active method of salesLine:

if(Global::isSystemAdministrator() && this.Field1== NoYes::Yes)
{
   this.allowEdit(False);
}
I have the same question (0)
  • Waed Ayyad Profile Picture
    Waed Ayyad 9,047 Super User 2025 Season 2 on at
    Hi,
     
    Does locked filed be editable from the form? if yes then you should add the same code to the modified field of the Locked field, you can create new method on the DataSource and call it in all places you want.
     
     
    Thanks,
    Waed Ayyad
    If this helped, please mark it as "Verified" for others facing the same issue
     
  • Anton Venter Profile Picture
    Anton Venter 20,396 Super User 2025 Season 2 on at
    Hello,
     
    Your solution seems fine to me, I don't how you will be able to do the same with security though. When are the lines locked?
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,587 Super User 2025 Season 2 on at
    Hi,
     
    When adding the code as you suggested, this will work on the form only. In case data is to be updated using integrations, you can add validations on the table and/or data entity. That will add an additional level of security. 

    Personally, I would not rely on the system administrator to be able to update the field, but have a business person having a non system admin role being able to make updates. What is the business reason for blocking the line and have a system administrator involved in case an update is required? 
     
    A security policy will be a bit harder here. It will then already check in case the Locked field will be enabled. It will not check anymore in case a user will disable the Locked field.
     
     
     
     
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,587 Super User 2025 Season 2 on at
    Hi,
     
    Yes, the behavior as you see on the grid is as per design. It can only update columns, not individual cells.
     
    On the table and data entity, you can add coding on the validateWrite method. 

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