Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Suggested answer

Advanced Filter or Sort - security

(0) ShareShare
ReportReport
Posted on by 341

Good afternoon

Wondering if anyone knows if it is possible via System Admin > Security configuration to disable access to

  • Advanced filter or sort; and 
  • Filter pane

If possible what security items do I need to set DENY on?

Thanks in advance

James

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,074 Super User 2025 Season 1 on at
    RE: Advanced Filter or Sort - security

    Hi James,

    What is the actual business problem you try to solve by restricting users to search for records on any form? I think by doing so, it would be a huge drawback for users being able to do their work in a quick and efficient way. If you have hundreds of customers and thousands of sales orders, users will definitely need filter options.

  • GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 on at
    RE: Advanced Filter or Sort - security

    I just searched in Security configuration form - For filter pane refer to the below Security roles >> Duties >> Privilege >> Display menu item.

    Security administrator (Role) >> Maintain security settings (Duty) >> SysUserInfoPage, SysUserInfoDetail, SysUserInfoPageEdit (Display menu items) >> Try setting this to Deny and check - I think this will disable the form for all the users.

    I am not sure this will work but you can give it a try.

    For Advance filter or sort options. Security roles >> Duties >> Privilege >> Display menu item. - System user (Role) >> SysQueryForm (Privileges) >> SysQueryForm (Display menu item) >> Try setting the Deny option and check.

    Thanks,

    Girish S.

  • Suggested answer
    GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 on at
    RE: Advanced Filter or Sort - security

    Actually, both forms will be added under "System user" role which will be default role added to every user. Without "System user" user cannot access the front end.

    Thanks,

    Girish S.

  • Suggested answer
    JamesT Profile Picture
    JamesT 341 on at
    RE: Advanced Filter or Sort - security

    Thanks Girish

  • Suggested answer
    GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 on at
    RE: Advanced Filter or Sort - security

    Hi James,

    I think this button cannot be hidden using the security roles.

    It can be hidden from the coding part.

    Thanks,

    Girish S.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,074 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,900 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans