Announcements
No record found.
Hi,I wanted to customize the display of the sales order table by buyer. So I added a new filter by buyer name and after that I added the page to the workspace. All is good except when I refresh the page the filter is no longer applied and all the commands are displayed? how to do?Thank you
Hi Chourouk,
What exact workspace are you referring to and what part? What do you mean with 'buyer'? Is it the customer at a sales order? Can you possibly add screenshots to illustrate the issue with the refresh?
Hello,
Which version are you using?
It looks like a bug on old version, and there are several similar bugs on LCS: fix.lcs.dynamics.com/.../
If you can, suggest upgrade to the latest version.
Hi André,
By buyer i mean sales taker. These are the screenshots:
1. this is the table of sales order
2. then i filter by sales taker's name
3. the result
4. i add the tile to the project managemnt workspace
5. the result
6. all is good for now
7. but then when i use the refresh button the filter is no longer applicated and all the sales order are visible
which is not good, because a sales taker should not have the permission to see other sales taker's sales order!
This 'Refresh' button is a browser refresh which will reload the full page which was not aware of any filters. Note that a user can also remove the filter himself without refreshing the browser. Note that there is also a page refresh (Shift+F5). However, I do think your question is related to security.
The best option to restrict it with also real data security applied is using eXtensible Data Security. I had written a few blogs in the past with some examples: dynamicspedia.com/.../xds
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.
Congratulations to our 2026 Super Stars!
We are thrilled to have these Champions in our Community!
These are the community rock stars!
Stay up to date on forum activity by subscribing.
André Arnaud de Cal... 677 Super User 2026 Season 1
Giorgio Bonacorsi 620
Subra 483
