How to restrict to see another user request( record) in prepared by me form in ax 2012

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Posted on by Naveen Mishra

Dear Expertise ,

I have setup a Maintenance Request form where user can create a request for any maintenance . This system is like Purchase Requisition .

For this I am showing three form on front like below screenshot .

1 - In All Maintenance Ticket - Manager can see All the Maintenance Ticket created by all users in Company .

2 - In Maintenance Assign to Me - Users Like mangers can see the ticket assign to him for approval .

3 - In Maintenance Ticket Prepared by me - User can see only self created ticket .

Now 1 & 2 points are working very fine , But the issue in 3rd point is currently all users able to see self and other users ticket as well .

Now all users is able to see each other tickets in this form , My requirement is how to restrict other users ticket to other users .

Please suggest .

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nmaenpaa 101,162 Moderator on at

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I would say 2 and 3 should work quite the same way. How did you implement 2?

Anyway you can either use security to restrict the visibility of data, or add query range on the form to filter based on the current user id.

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Gunjan Bhattachayya 35,423 on at

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Hi Naveen,

Did you enable the "Created by " field for the table created?

If so, you can add a range in the query you are using for "Maintenance Ticket Prepared by me" list page and set a value "curUserId()"

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Naveen Mishra 4 on at

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Point 2 is for when user create his ticket in prepared by me form and click on Submit button this request will display to his manager in assign to me form . (Workflow added).

I want to go with your second point - "add query range on the form to filter based on the current user id". and i already created below query and using this in query in prepared by me form .

Please let me know if any thing is missing in this query or need to do some more work on this query to achieve this .

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Gunjan Bhattachayya 35,423 on at

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Hi Naveen,

I don't think anything else is needed. Set the value for the range and test if it works as expected.

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Naveen Mishra 4 on at

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Hi Gunjan,

After add the value like below screenshot , i am not able see my record as well . please suggest .

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nmaenpaa 101,162 Moderator on at

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You need to assign the range in runtime (when the form is opened).

Your current range will use the string "curUserId()" as a range as far as I know.

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Naveen Mishra 4 on at

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Not understand sir . Please explain .

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Gunjan Bhattachayya 35,423 on at

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Sorry, I didn't see your earlier post.

For the user you are testing with, has any records been created? Can you created a new record and test?

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Naveen Mishra 4 on at

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Hi Gunjan ,

I am creating new record after set range and value like above , but the record is not displaying .

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Gunjan Bhattachayya 35,423 on at

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Naveen,

Please change the value to (curUserId()), with the brackets, and check if that works.

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