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Finance | Project Operations, Human Resources, ...
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Open in Microsoft Office - Export to Word - what security is needed

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Posted on by 1,455

I created a Word Template for an agreement and it is linked to the sales order header and lines data entities.

I have system administrator rights, so when I create my sales order and then open the office button and click on the template under the EXPORT TO WORD label, I get the download button on which I click and it prompts me to save it. So all good for a system administrator role .

But when I log in with a test user with the same security roles assigned that the user will have, then I can click on the template, click on the download button, but then instead of prompting me where to save it, I get the error: An error occurred during the export.

When I step through the code, the "catch" part of the try-block, gives me the error: The remote server returned an error: (403) Forbidden,

The above error is generated in class DocuTemplateRender, method renderWordTemplate, when it tries to execute the code in

"var result = documentGenerator.GenerateDocument(params);"

So what security privilege or duty do I need to assign to a custom role for the user to run this function.

Please note, that with the exact same security role assigned to the test user, I can with the test user, click on Export to Excel or Open in Excel. both these 2 also make use of the sales header and lines data entities. So it is not that the user doesn't have access to use the data entities then.

I tried to add the Data Management Operation User role, but it didn't help. 

Any help on this , is much appreciated. 

Thanks.

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    299,353 Super User 2025 Season 2 on at
    RE: Open in Microsoft Office - Export to Word - what security is needed

    Hi Retha,

    I wonder if you already found the culprit. If not, can you check if the user has the system user role assigned? Does this test user also has licenses assigned to run Office 365?

  • Retha Profile Picture
    1,455 on at
    RE: Open in Microsoft Office - Export to Word - what security is needed

    Hi Andre

    Yes I found the problem. the lines part in the end used a custom data entity and not the standard sales order lines data entity as I thought. The user didn't have access to this custom data entity.

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