Dynamics Community Forum Thread Details

How to customise DimLookup (Dimension lookup) to only allow certain values for a User

I have a requirement where the financial dimension lookup should only display specific values as granted to the User. This needs to happen on all forms where the financial dimension can be edited.

I have a table containing for each user a list of Dimensions that that user is allowed to select when creating records and editing the financial dimension. It is only for 1 specific dimension value.

How can I extend the DimLookup to filter and only show those valid Dimension values to be selected.

Also, if the user were to type in the value and not select the value from the lookup, is there a way that I can validate without having to do the validation on every form.

Any help will greatly be appreciated.

Hi,

You can follow these steps:

Create a table that contains the list of dimensions that each user is allowed to select. This table should have a relationship with the User table.
Extend the DimLookup form control to add custom filtering logic. You can do this by extending the form where the DimLookup is used and adding your custom code.
In your custom code, retrieve the currently logged-in user and fetch the list of allowed dimension values based on their permissions.
Modify the query used by the DimLookup to include a filter using the list of allowed dimension values retrieved in step 3. This will ensure that only valid dimension values are displayed in the lookup.

Additionally, if you want to validate the dimension value entered by the user without relying solely on the lookup selection, you can implement additional validation logic. You can create an event handler or override the validate method on the form to perform the validation based on the allowed dimension values.

Best regards,
Kevin

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