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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Control missing when c...
Finance | Project Operations, Human Resources, ...
Suggested answer

Control missing when creating custom role

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Posted on by Awaxx 203

Hi all,

I'm very confused by a role that i created.

I wanted to create a role which i can access 'All purchase orders' form so i checked the standard "All purchase orders" form to copy it access privileges by using Security Diagnostics.

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My secondary goal is to be able to reach this Workflow control.

72110556.png

Then i created my custom role, a duty and added this 3 privileges. Finally i added this role to a custom User.

When i open the browser for this user i get this screen.

2124167.png

We could see that the path is not really the same than my standard form and i didnt have the 'Workflow' control 

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How can i process to reach this standard form and get all the element like the original one ?

Regards.

  • Suggested answer
    SouravDam Profile Picture
    SouravDam 11,723 on at
    RE: Control missing when creating custom role

    Hi Mack Nate,

    Another way you can create a new custom role simply by duplicating the existing one where all required duties and privileges are available to perform such tasks including workflow.

    Then you can determine what are those additional duties and privileges that need to be removed from this newly created role. Accordingly you can then assign this to an user and test with that user account.

    Example, we have created 'ESS - Purchasing agent' which is a replica of the standard "Purchasing agent" role. Then we removed additional duties/privileges from this new role and assigned to the user as per his/her job performance.

    Before creation of such role, you can also check what are the permissions available with the original one.

    pastedimage1673779303295v1.png

    pastedimage1673779477944v2.png

    Regards,
    Sourav

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,642 Super User 2024 Season 2 on at
    RE: Control missing when creating custom role

    Hi Mack,

    Check if the security role now includes permissions for the menu item 'PurchTableWorkflowSubmit' which manages the submission for the purchase order workflows. In the standard security, this is included in a privilege called "Cancel workflow for purchase order header" (PurchTableWorkflowCancelProcess). This privilege is part of the standard duties "Approve purchase order" (PurchOrderApprove) and "Maintain purchase orders" (PurchOrderMaintain). These two duties are also mentioned by Girish.

    If you want to go for the least permissions, you can add the privilege I mentioned.

  • GirishS Profile Picture
    GirishS 27,816 Super User 2024 Season 1 on at
    RE: Control missing when creating custom role

    Hi Mack Nate,

    On the security diagnostics form you posted - There is a duty named "Approved purchase orders" and "Maintain purchase orders".

    Try assigning this duty to custom role and check.

    Thanks,

    Girish S.

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