Hello,
Our company has directive to hide purchase cost from some users and not others. Has anyone here done this before? Any suggestion on how to approach this? One way I heard was to remove this field from the form, menu, reports, etc. by role center. Is there a "smarter" way of doing this?
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With NAV 2017 yes, you need to modify pages.
With Dynamics 365 Business Central you can use ApplicationArea property for that scope.
Hi, would we need to program this modification for every page, form, etc. Or would this modification be done only once and it is dynamic in "hiding" the cost fields based on the page the user is viewing?
You can read the user role when opening the page, then show/hide the field accordingly to this role.
Hi,
For the programming method, would we have to do the same program again based on role? Or is it based on pages, forms, and reports? So an example if role center A and B both has view to the same cost field. Role A is restricted to see the cost field, but not role B. I have someone assigned to role A currently. 6 months later I hired someone and assigned them to role B. What would happen then? Do I need to do the same coding for role B?
That is not bad. Do you do projects in North America? I just sent you a request via LinkedIn.
Paul
Very hard question :-)) it depends on who is doing the customization. If I have to estimate this implementation for a project I manage, I could say 2 days from coding, testing and releasing on production.
Thank you.
May I ask, based on your experience, how long would this take? Not sure if this is tied to the roles, but we will do this for 3 roles in NAV. Please include time needed to for requirement gathering, coding, testing, and deploy.
Using the Boolean variable on fields to toggle visibility is an easy to migrate customization (easy managed by an automatic merge). However, it’s your decision if doing so or not. Personally, for a better user experience if this is the requirement I choose to do the customization.
How does using code to hide cost affect upgrades later on?
Unfortunately there are companies where a department must check and modify for example a purchase order without see the costs, the same for invoices and other. In the healthcare for example this is common (our addon for the healthcare has a special setup to handle things like this). However you’re right, it depends from business needs
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