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Limit permissions to see only its own entries

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Posted on by Hrvoje Kusulja

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Hello,

I need to set up "permission set" so that each user (employee/purchaser) can (read/write) only its own Purchase Invoice records and not from other collogues. Based on "Purchaser code" and/or "assigne to" fields on Purchase documents (purchase invoice, posted purchase invoice, purchase order and purchase quote)

In permission, when doing filtering per entry, how can I set to be @=current user (or what is the syntax?)

I have lot of users, and trying to avoid having for each user its own permission set due to filtering per hardcoded value.

Thank you,

Kind regards

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Vaishnavi J 3,064 on at

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Hi Hrvoje Kusulja

1. You need to create copy of permission sets which is given to those employee/Purchaser.

2. Then add this security filter in respective table

3.Above is the example where I have given the Purchaser Code must be vaishnavi only that time it would give Read, Write, Modify permission otherwise no. And then assign this permission set to that user.

4. Please note if your employee or Purchase has super permission or any other permission sets which has full access on these table then you must remove that since it will override your new permission sets.

If my answer was helpful to you, please verify it so that other users know it worked. Thank you very much

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KTA 1,200 on at

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You can use security filter base on purchaser code on permissions. If you want to do it by code, you would have to use function USERID.

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Hrvoje Kusulja 372 on at

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Tx, but i do not plan to create for each user its own permission set. Pleas advise how can I use Field Filter for current user? Thank you

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Hrvoje Kusulja 372 on at

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Please advise how can I use Field Filter for current user using USERID ? Thank you

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Binesh 7,885 on at

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You can customize the page extension if the Security filter not works for you.

See the below reference,

trigger OnOpenPage() begin FilterGroup(2); SetRange("Assigned User Id", UserId); FilterGroup(0); End

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Hrvoje Kusulja 372 on at

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ah, ok, so without AL code and custom extension it is not possible to enter some syntax in filter column?

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Binesh 7,885 on at

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Yes, as per your needs.

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YUN ZHU 96,041 Super User 2025 Season 2 on at

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Hi, hope the following helps as well.

https://yzhums.com/8417/

https://yzhums.com/8427/

Thanks.

ZHU

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