Hiding a field in D365 Finance and operations

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Posted on by M Saravanan

140

Dear Members,

I would like to know if there any solution exists for my problem mentioned here. Consider that I am using a General Journal to post transactions. In General Journal, I have a few fields which have nothing to do with my transactions. I know that I can hide/remove from my display and save the view for upcoming days. For instance, consider that I am using 4-5 different companies where I have to work with the same G/L Journal. I don't want to go to each company and manually hide it.

Is there any solution available that if I hide the fields in a G/L Journal of one company, gets reflected in all the other companies which I am using?

I am looking for a solution that would help me to hide fields that I had done in one company, which will reflect the same in all the other companies that I am using. Please give me your valuable ideas to achieve my requirements.

Thanks in advance,

Saravanan M

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Suggested answer

Kevin Xia Microsoft Employee on at

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Hiding a field in D365 Finance and operations

Hi,

As Layan said, you can implement your needs by publishing views, views can be assigned to one or more security roles for one or more legal entities. You can refer to this blog: dynamics-tips.com.

Best regards,

Kevin
M Saravanan 140 on at

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Hiding a field in D365 Finance and operations

Dear Layan Jwei,

Thank you for provinding me with the solution.

Best

Saravanan M
Verified answer

Layan Jwei 7,264 Super User 2024 Season 2 on at

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Hiding a field in D365 Finance and operations

Hi Saravanan,

It seems you can publish the view to multiple legal entities. Check this link:

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/get-started/saved-views#publishing-views

Also, If you don't want this field to appear at all, then you can do customization by code to hide it.

Field.visible(false);

Thanks,

Layan Jweihan

Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future

Hiding a field in D365 Finance and operations

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