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Microsoft Dynamics AX (Archived)

AX 2012 Table level display method security

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I have an existing customization on a report (Inventory adjustment) where a display method is grabbing a value and displaying it on the report.  I have users who have access to this report but do not see values on the report where as I (admin access) can see them.  What do I need to look for in regards to security for something like this?  I was under the impression if they have access to the table that calls the display method they would have access to that information.  The display method is on InventJournalTrans and it's using an InventTable static method to display a value.  

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  • André Arnaud de Calavon Profile Picture
    300,911 Super User 2025 Season 2 on at

    Hi Dougq,

    You have to check from which tables the information is pulled within the display method. This table/these tablea should be added to the permissions node of the report, privilege or role. If e.g. the table EcoResProduct is used, read permissions are requiired on this table.

    Note that you can test the security for reports using the Security Development Tool. The portal security needs to be enabled then to correctly test display method access.

  • Community Member Profile Picture
    on at

    So with this display method it uses 3 tables in it to calculate a value.

    These tables are UnitOfMeasure, InventTable, InventTableModule.  

    I have tested each one individually and I can output values from those tables on the report within the display method for the user, but combined when calculating it comes up with nothing.  

    When I run the report I see a (correct) calculated value.  So while I thought it was security now I'm left confused as I can display a value from UnitOfMeasure, InventTable, and InventTableModule so it appears the report / user has the ability to see values from those tables.  

  • Community Member Profile Picture
    on at

    Also regarding the Security Development Tool I have no way to download it.  I can't find a download link.  The documentation I have found on it says it's for AX2012 R1, and R2 and I'm on R3

    Also I did add the corresponding tables to the Permissions node under the Report but still have blank values on this users role.  

  • Community Member Profile Picture
    on at

    I think I found the issue, it fails to print anything when the InventTable::unitConvert method is called.  So I guess I can look into that.  Possibly a table in that method the user does not have access to.  

    How do I not what needs to be given rights to?  This seems overly complicated.  Do I need to go into Unitconvert and give this report access to every class/method and table/field individually?  (This didn't work so I'm guessing no).

  • André Arnaud de Calavon Profile Picture
    300,911 Super User 2025 Season 2 on at

    Hi Dougq,

    The security development tool can be downloaded from the downloadable tools section on LCS. The tool was initially released as beta for AX 2012 RTM and never updated for R2 or R3. You can read my blog posts to get some tips; also to fix some quirks to make is suitable for R2 and R3.

    kaya-consulting.com/tips-on-ax-2012-security-development-tool-part-1

    kaya-consulting.com/tips-on-ax-2012-security-development-tool-part-2

    kaya-consulting.com/tips-on-ax-2012-security-development-tool-part-3

    kaya-consulting.com/tips-on-ax-2012-security-development-tool-part-4

    kaya-consulting.com/tips-on-ax-2012-security-development-tool-part-5

    kaya-consulting.com/tips-on-ax-2012-security-development-tool-part-6

    kaya-consulting.com/tips-on-ax-2012-security-development-tool-part-8

    Part 7 was written by my colleague: kaya-consulting.com/security-development-tool-part-7

    The method you referred to has a call to a method convert() on the class UnitOfMeasureConverter. Possibly you have to grant permissions for this server method.

  • Community Member Profile Picture
    on at

    I have no Downloadable tools section in LCS.

    I am completely stumped.  I have gone through and added the tables (InventTable, UnitOfMeasure table, InventJournalTrans was already there) and then I added class methods for EcoResProductionConversion::construct and convert as well as the UnitOfMeasureConverter convert method.  None of these give me results.

    What I noticed is as soon as I comment out the InventTable::Unitconvert method I can display whatever.  

    I decided to do a test and create a job and a menu item for that job.  In that job I just do a simple InventTable::UnitConvert call with values I know will return a value.  I test it on my admin account and get a value.  I test it on my test account with the same roles that can't display the value on the report and I get the an actual value.  So this method call works when called from a job but not from a report.

    What on earth am I missing?

  • Community Member Profile Picture
    on at

    With regards to the Security development tool I see no new objects after I installed.  I see nothing new in the AOT that is named as what is in your guide (project, objects, etc).

  • André Arnaud de Calavon Profile Picture
    300,911 Super User 2025 Season 2 on at

    Try this link for downloadable tools: lcs.dynamics.com/.../LocalTools

  • Community Member Profile Picture
    on at

    This worked, and while they tool is great and has its uses it provides no helpful function to me.  I already know the user can access the report just fine.  The display method fails when the InventTable::UnitConvert method is called.  I can call / use other fields / methods and it works but combined with UnitConvert is where it will fail to provide a return value.

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