Field Level Security - Sales Transaction Inquiry Zoom - Hide Document Notes

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Posted on by HRF

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Hello - I am trying to restrict users so that they cannot see the document note field button in the Sales Transaction Inquiry Zoom. I have identified the fields and have hidden them but it’s still showing up. I don’t know what else to do.

The notes fields that I have restricted are:

Note Absent Button – Window Area

Note Present Button – Window Area

Tried just the Absent button and then just the Present button plus even if I have hidden both fields already, it’s still showing up. Please advise. Thanks!

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Mahmoud Saadi 32,738 on at

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Hello,

I have actually tried several different possibilities to lock down this field, and it seems I am not being able to do so. I have frequently encountered other cases in which I was not able to apply field level security on specific fields in specific modules, this is justified by the fact that the different security modes (Password, Lock field, disable field .. etc) are available for a certain field of a certain window in a specific module, depending on the functionality and code of this window. Therefore, sometimes field level security doesn't work on specific fields in specific windows, while it works perfectly on other fields.

In case you are only looking to lock the note field, you can do so with a simple VB code on the sales transaction entry window. We have done it previously on several windows to lock down specific fields. There is a similar previous thread in which a user was trying to lock down the "Document ID" field on the sales transaction entry window, check it out on Field Level Security - Lock Document ID

Please never hesitate to share any further inquiries,

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HRF 470 on at

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Hi Mahmoud,

Thanks for getting back to me. Unfortunately, I think the issue is because of the modified form with VBA on that same screen that I am trying to restrict access to a field. Is there a way that a particular company have access to the original screens and be able to give restrict access to that unmodified screen?

Hope I'm making sense. Thanks.

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Community Member on at

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Hi,

I guess it is difficult to lock the note button using field level security. but customization we can lock this field.

Please find the simple trigger that disable the document note field button in the Sales Transaction Inquiry Zoom when the user clicks.

Startup script:

local integer l_result;

l_result = Trigger_RegisterFocus(anonymous('Note Absent Button - Window Area' of window SOP_Inquiry of form SOP_Inquiry), TRIGGER_FOCUS_PRE, TRIGGER_AFTER_ORIGINAL, script LockNotes);
if l_result <> SY_NOERR then
warning "Focus trigger registration failed for SOP_Inquiry.";
end if;

LockNotes Script:

lock 'Note Absent Button - Window Area' of window SOP_Inquiry of form SOP_Inquiry;

Output:

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soma 24,410 on at

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Hide field property is not working for below mentioned field in Sales Transactions Inquiry Zoom window. But, "Disable Field" & "Lock Field' properties are working fine for the same field. So, use Field Level Security to restrict the below fields with setting the Security Mode either in "Disable Field" or "Lock Field" instead for using "Hide Field".

Note Absent Button – Window Area

Hope this helps!!!

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HRF 470 on at

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Thanks Nataraj. We're trying to avoid triggers and other scripts if possible. But thank you so much for sending this to me. I appreciate it.

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HRF 470 on at

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Hi Somakarpagamoorthy, I have tried the Disable field and it works but really we're trying to hide the field so it can't be seen by auditors. :) The Disable field was also suggested to me by Leslie Vail as she can't also hide it, trying all combinations. Thank you for your response. I appreciate it.

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soma 24,410 on at

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Is "Lock Field" suitable for your requirement? If so, then you can use Field Level Security to achieve the same.

Hope this helps!!!

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Mahmoud Saadi 32,738 on at

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Hello HRF

I may propose another work around solution to be considered for your specific inquiry. You can use Dynamics GP modifier and change the visibility of this field to "False"

This will result with invisible field on the screen as shown below:

Of course all these modifications are to be assigned for a specific role, which is assigned to specific users. You can by then keep the field hidden for specific users while showing it to other users.

Hopefully, this should cover your requirement.

Never hesitate to share any further inquiries,

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soma 24,410 on at

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Mohamoud AlSaadi,

I hope this is for Sales Transaction Inquiry Zoom not Sales Transactions Entry window.

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Mahmoud Saadi 32,738 on at

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soma

I may have not stated it quite clearly, I was proposing to create a new modifier role starting from the sales transaction entry window, extending to sales transaction inquiry. It's not appropriate that auditors could find the note field hidden on the inquiry window while it showing on the transaction entry window.

The new modified role should encompass the sales transaction entry window and inquiry zoom as well. The same logic and steps can be applied on the sales transaction inquiry zoom as shown below:

Meanwhile, other users which are assigned to the original window can view the same windows without modifications and enter notes on a daily bases with no issues at all.

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