News and Announcements icon

Dynamics 365 CommunityForums Finance | Project Operations, Human Resources, ... Can we hide fields on ...

Finance | Project Operations, Human Resources, ...

Suggested answer

Can we hide fields on RECORD INFO -> SHOW ALL FIELDS form based on role?

(0) Share

Report

Report

Posted on by Community member

I have the requirement to hide couple of fields on show all fields form which is generated by class. We can open this form by VENDTABLE/CUSTTABLE -> OPTIONS (ACTION PANE) -> RECORD INFO -> SHOW ALL FIELDS

I have to do this based on a role of the user.

All responses Img

All responses (2)

Answers Img

Answers (0)

Suggested answer

Kevin Xia Microsoft Employee on at

Like (0)

Report

Can we hide fields on RECORD INFO -> SHOW ALL FIELDS form based on role?

Hi,

You can refer to this blog: https://alexdmeyer.com/2019/07/08/field-level-security-in-dynamics-365-for-finance-operations/. if you want to be more granular than allowing access to a particular form then field level security is the way to go. The idea of field level security is to restrict a users access to individual fields on a form.

Best regards,

Kevin
Suggested answer

André Arnaud de Cal... 291,642 Super User 2024 Season 2 on at

Like (0)

Report

Can we hide fields on RECORD INFO -> SHOW ALL FIELDS form based on role?

Hi,

You can manage field security with table and field permissions to deny access to particular fields. You can read more about table permissions on my blog: Securing a menu item is not enough - table permissions - Dynamicspedia

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,642 Super User 2024 Season 2

#2

Martin Dráb 230,371 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans