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Hi,
Person A creates the purchase orders in BC, and put his own Purchaser Code to the related box in that page. I want to arrange a permission which allows him to only see the purchase orders he created, not the other purchase orders created by other users.
Is it possible ?
Thanks in advance,
Best Regards
I don't think that you can use the security filters dynamically as you want.
for that, I have a suggestion for customization as follows:
Step 1.) There is a Field on User Setup >> Salespers./Purch. Code: Fill in the Purchaser Code user-wise.
Step 2.) Add a Filter of "Salesperson./Purch. Code" in Purchase Order List Page on Open Page Trigger as follow
trigger OnOpenPage()
var
UserSetup: Record "User Setup";
begin
UserSetup.Get(UserId);
FilterGroup(0);
SetRange("Salespers./Purch. Code", UserSetup."Salespers./Purch. Code");
FilterGroup(1);
end;
Note: Please mark my answer as varified if this was helpful.
Hi, Thank you for the response. I have one additional question.
In this scenario, I prepare a permission set for 3 people. All of them will use the same permission set. They all use the purchase orders and they have to see the orders only they have their own code in "Purchaser Code" box. When I add the security filter to purchase order table in the permission set, I have to choose one of them or add all of them, but in this way whether they will see the same orders from the purchaser I choose or they will see all the orders 3 of them created. I tried to put %me but it didnt work. How can I solve it?
Thanks in advance for the help.
Best regards,
Hi, Security Filters is a very good solution because it does not require customization.
More details: https://yzhums.com/10133/
If you consider customizing, please refer to the method below.
How to make some filters mandatory on the list page (users can not change or remove)
https://yzhums.com/8427/
Hope this helps.
Thanks.
ZHU
Security filters are the thing to use. Just remember to make sure that at least one of your resources still are available to see all the data in case someone gets sick or leave the company.
You can try Security Filters in Permission Sets: learn.microsoft.com/.../security-filters
Mark my answer Varified if this was helpful
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