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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / How can set filter in ...
Microsoft Dynamics NAV (Archived)

How can set filter in page?

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Posted on by YuliyanR 115

Hi, Friends!
I'm have a questions about filter. How can set filter with c/al code. Every user to visible only his records and not visible other records in the table? Every time when you (current person) open page to see their records. 

Thanks so much!

Example:

Users: Michael, Jim, Sarah

Every people have a five record.

Jim entered the system should see only their records.

Jim visited only five records.

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  • Verified answer
    Suresh Kulla Profile Picture
    Suresh Kulla 50,243 Super User 2025 Season 2 on at

    What is the field available on the record to identify it is his record ? on the open page or onaftergetrecord to set filter like

    FILTERGROUP(2);

    SETRANGE("user Id",USERID) where USERID should give you the current user.

    FILTERGROUP(0);

    or check the page 9307 where it filters based on the user responsibility center by using the function SetSecurityFilterOnRespCenter you can do something like that.

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi YuliyanR,

    You can also accomplish this by using security filters (without any development), but I guess it would get a bit messy (as you would need one permission set per user). But keep in mind that security filters can cause errors if used with some types of records (for example, you will probably get errors if you try to set a security filter on Sales Line table or maybe ledger entry tables). That being said, I have used security filters effectively with the Customer, Item, Vendor tables, (tables that are primarily used for lookup only).

    The good thing about security filters is that they affect every page in the system and can be changed easily by the end user's IT department. The bad thing is that if you add another permission set to the user and that other permission set has the same table but with no filter, then in this case the user would be able to see all records.

    Regards,

    Ted 

  • Verified answer
    Alexander Ermakov Profile Picture
    Alexander Ermakov 28,096 on at

    This topic might be helpful - Filtering Data on a Microsoft Dynamics NAV Page: msdn.microsoft.com/.../hh165809(v=nav.70).aspx

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