Display sales order only for sales taker or sales responsible using XDS

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Posted on by VJ VM

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Hi. I am trying to get the SalesOrderListPage (All Sales Orders) to display only the sales orders which are created by Sales taker or Sales Responsible.

I created a query (SalesResponsibleQuerry) with SalesTable as the Data source and range as WorkerSaleTaker, the screenshot below

4314.Query.png

I also created a security policy as below with SalesTable as the primary table

I am getting the following error: "Invalid value (user) specified in the query predicate."

Appreciate your insight and thanks in advance.

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GirishS 27,825 Moderator on at

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RE: Display sales order only for sales taker or sales responsible using XDS

Hi Vijay,

WorkerSalesTaker and WorkerSalesResponsible are RecId field. In the query range you are mentioning current user id. I think that's why you got the above error. Try the below range for getting the current worker RecId.

(HcmWorkerLookup::currentWorker())

Thanks,

Girish S.

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JamesT 341 on at

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RE: Display sales order only for sales taker or sales responsible using XDS

Hi Vijay

You can potentially do this using Saved View and Advanced filtering, without having to do any development.

Navigate to the Sales order List page

Create Advanced filter

Create Saved View and publish to all users

Regards

James

Regards

James

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GirishS 27,825 Moderator on at

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RE: Display sales order only for sales taker or sales responsible using XDS

Hi James,

But I think you cannot export the advance filter or sort personalization and publish to all users.

Thanks,

Girish S.

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JamesT 341 on at

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RE: Display sales order only for sales taker or sales responsible using XDS

Hi Girish,

I tested with another user and it works with no issues.

Regards

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VJ VM 122 on at

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RE: Display sales order only for sales taker or sales responsible using XDS

[quote user="JamesTerr"]
Hi Vijay

You can potentially do this using Saved View and Advanced filtering, without having to do any development.

Navigate to the Sales order List page

Create Advanced filter

Create Saved View and publish to all users

Regards

James

Regards

James
[/quote]
Hi James. I have tried this before but the views can easily be switched by the user to "Standard View" and all the info will be available again. Also, I have tried but no security can be applied over views or to only make a certain view available. So this defeats what we are trying to achieve. With XDS, I am trying to permanently limit the information available to the user on this form by his login user id. This used to be Record Level Security on AX 2009 and no development was required but no longer the case on D365FO.

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Mohit Rampal 12,563 Moderator on at

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RE: Display sales order only for sales taker or sales responsible using XDS

Hi Vijay, Have you checked this old thread

community.dynamics.com/.../360487

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VJ VM 122 on at

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RE: Display sales order only for sales taker or sales responsible using XDS

Hi Mohit. Yes, I have tried this but it does not work for me. I am also wondering if I made any mistakes in selecting the table. The page is SalesTableListPage but I reckon this is SalesTable itself since I cannot find a table such as SalesTableListPage.

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VJ VM 122 on at

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RE: Display sales order only for sales taker or sales responsible using XDS

[quote user="GirishS"]
Hi Vijay,

WorkerSalesTaker and WorkerSalesResponsible are RecId field. In the query range you are mentioning current user id. I think that's why you got the above error. Try the below range for getting the current worker RecId.

(HcmWorkerLookup::currentWorker())

Thanks,

Girish S.
[/quote]
Hi Girish. I just tried this and it works. But it applies to everyone. How do I make this a role-specific case?

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GirishS 27,825 Moderator on at

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RE: Display sales order only for sales taker or sales responsible using XDS

Under Security Policy property - You can set the role name property to specified role. It will be applicable to the role mentioned in the role name property of security policy.

Thanks,

Girish S.

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Mohit Rampal 12,563 Moderator on at

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RE: Display sales order only for sales taker or sales responsible using XDS

You are right, there is no SalesTableListPage table, the filter should be on SalesTable DataSource at SalesTableListPage form level.

Please check CoC on SalesTableListPage in this article.

www.linkedin.com/.../

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