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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Record Level Security
Microsoft Dynamics AX (Archived)

Record Level Security

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Posted on by E. R. 737

I used record level security using Purchasing agent role and PurchTable using query and field createdby of value x
also I used the same role and PurchReqTable using query and created by field using the same value x (which is the user id)
I opened ax using the user id x and found the requested results (only po's & Pr's related to this user id are shown)

but when using the same setup and role, only I changed the field in the query, instead of created by I used orderer field in PO and preparer field in PR
the result is empty. No records are shown.
Please take into consideration that I linked the user id to a worker in relations.

Kindly advise

*This post is locked for comments

  • E. R. Profile Picture
    E. R. 737 on at
    RE: Record Level Security

    Hi Guys, are anyone had any clue regarding the above issue?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,494 Super User 2025 Season 1 on at
    RE: Record Level Security

    Hi Elie,

    Unfortunately, my VM with AX 2012 crashed. I have to build up a new one. This will take some time.

  • E. R. Profile Picture
    E. R. 737 on at
    RE: Record Level Security

    Awaiting your feedback since it is confusing that in ax filter by grid is working properly but using record level security the orderer field is not showing data (role: purchasing agent - trade module (purchtable)).

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,494 Super User 2025 Season 1 on at
    RE: Record Level Security

    Hi Elie,

    I will review the orderer field range tomorrow. You should be able to do filtering on this field. Technically it is a record-ID reference. So, which value to use could be a bit challenging compared to the createdby field.

    FYI: I wrote some blogs about XDS which might be some inspiration for you: kaya-consulting.com/extensible-data-security-examples

  • E. R. Profile Picture
    E. R. 737 on at
    RE: Record Level Security

    Hi André, noted regarding tags. Yes i was intending to create queries per worker/user but it will not work until i use the field createdby instead of orderer.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,494 Super User 2025 Season 1 on at
    RE: Record Level Security

    Hi Elie,

    Please don't use my name in tags or your posts. It will not notify me. The tags are used as references to find questions on similar topics. I have removed the tag as administrator now.

    Can we go one step back? Why are you using RLS? This feature is in fact depreciated and replaced with eXtensible Data Security (XDS). Were you intending to create queries per worker/user?

  • E. R. Profile Picture
    E. R. 737 on at
    RE: Record Level Security

    RLS.png

    as per the above screenshot the criteria of the query is what already done. is there a place to do outer join with worker table?

    when I login to ax using the user linked to worker (in user relations) nothing will be shown in "all purchase orders" taking into consideration that I already created several Po's.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,494 Super User 2025 Season 1 on at
    RE: Record Level Security

    Hi Elie,

    This is because the Orderer field is not filled with the user ID. It is filled with a worker ID. Did you change the query to filter by the current worker?

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