web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

User can not join table in advance filter

(0) ShareShare
ReportReport
Posted on by 10

Hi,

In the form All projects, the user wants to build advanced filter but we don’t find the table Project transactions. Is some security right missing or something else is the issue?

I have the same question (0)
  • Suggested answer
    Mohamed GRAIB Profile Picture
    2,504 Moderator on at

    Hi Zharko Cvetkovski,

    The problem that you have is in Dynamics 365 Finance & Operations ? Or Project operations ? 

    Can you give us more details please ? 

    Thank you ! 

  • Zharko Cvetkovski Profile Picture
    10 on at

    Hello Mohamed, the problem is in Dynamics 365 Finance & Operations. Project management and accounting module ->Projects -> All Projects.

  • Martin Dráb Profile Picture
    237,882 Most Valuable Professional on at

    Moved from Dynamics 365 General Forum.

  • Verified answer
    GirishS Profile Picture
    27,827 Moderator on at

    Hi Zharko,

    Does that table show under System administrator role?

    I am able to see that table under system administrator role in advance filter form.

    If you want to add new table Click on Join (tab) >> Select Project and Click on "Add table Join" >> It will open new window with the list of all the tables >> Under relation column filter by "Project Transaction" and then click on "Select" button on the top

    Thanks,

    Girish S.

  • Zharko Cvetkovski Profile Picture
    10 on at

    Do you know with what role the user can see "Project Transactions"? I can see it also with system administrator role, but it is not available with all of the roles.

  • Verified answer
    GirishS Profile Picture
    27,827 Moderator on at

    Project transaction table is not used anywhere in the forms. If there is form related to that table, we can add that related security objects to the user.

    One option will be adding that table under Permission node on the Security role. It needs developer to do it.

    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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 584 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 499 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 254 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans