Microsoft Dynamics NAV (Archived)

how to restrict an action button to a specific user in NAV 2017

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Posted on by CDsilva

4,188

Hi,

I'm having two users the requester and CEO,

I'm using send approval workflow to request the CEO, now CEO logs in and approves the request now the CEO clicks on sign off button which ticks the sign off field in the form.

I want to restrict this button only to be used by the CEO, other users shouldn't be able to use them.

also the send approval button needs to be restricted only to a specific user

how can I do so.please provide me suggestions.

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Verified answer

Amol Salvi 18,698 on at

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With little customization you can do that

Add one boolean field in User Setup as 'CEO' and on Sign off button check for that field .

IF the user is NOT CEO then popup error message.

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Binesh 7,885 on at

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Hello,

Do as per other member suggested, OR you can also hide that action if you would like,

for that you have to do same thing and add one boolean variable like: IsVisible and assign this variable to action group of VISIBLE Property.

and write code in OnINIT trigger

IF the user is NOT CEO then

CLEAR(IsVisible)

ELSE

IsVisible := TRUE;

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CDsilva 4,188 on at

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Hi

Thanks for your replies.

I tried this code

IF USERID = 'CEO' then

signoff

else it throws a message

This too works right.

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Amol Salvi 18,698 on at

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Rather than doing Hard Coding it is better to do based on parameters.

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RockwithNav 8,637 Super User 2025 Season 2 on at

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Hey @Chris D'silva,

Though it solves your case, I will suggest you to go with visibility option, Why even to show that button to those users who has nothing to do on it.

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Suresh Kulla 50,247 Super User 2025 Season 2 on at

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Chris,

Either you can use the ROLE assigned to the CEO to disable the action on the page load or add a separate field on the user setup and define who has permissions to that action or not.

As other members suggested, instead of adding the code control the visibility or enabled option for the action.

Check this link

www.archerpoint.com/.../microsoft-dynamics-nav-user-setup-table-and-myth-security

Thanks

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CDsilva 4,188 on at

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Thank you for your suggestions

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