Finance | Project Operations, Human Resources, ...

Security setup to restrict certain form fields

(4) Share

Report

Posted on by ..

1,993

Hi,

If i created a form with two privileges (maintain and view)
this form has more than one datasource with lots of fields (30)

They want two menu items

one when opened should show all fields (allow edit, create delete)

the 2nd one, will open same form, but all fields should be editable except for 5 fields

so we can add code and say if the 2nd menu item is caller, then make everything not editable (no create, no update, no delete) and all fields disabled except for 5 fields.

My question is, is creating two menu items is a good solution? would it work with security? if yes how? but maybe with security it will be hard because the fields are alot?

Categories:

Dynamics 365 Finance

I have the same question (0)

All responses (4)

Answers (0)

Suggested answer

Sohaib Cheema 49,677 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!

Hi,

You do not need code (if conditions).

What you need are two privileges. Under the permission node, you need to specify the table name (and the type of access you want). Then, under the table node, add the fields (any number of fields you want ; those for which you want an access type different from the table access type), and for each field, specify the access type.

You can also do this from UI (without going into AOT)

cut short, you do not need If/else conditions (or any x++ code)

Was this reply helpful? Yes No
Suggested answer

Martin Dráb 239,040 Most Valuable Professional on at

Like (1)

Report
Copy link

Link copied!

It's doable. When defining a privilege, you can add extra details of the entry point, such as configuring individual data source fields:

Was this reply helpful? Yes No
Suggested answer

NikolajSorensen 1,814 on at

Like (1)

Report
Copy link

Link copied!

Having two seperate menu items should really not be necessary.

If these are custom fields, then I would definitely argue that the "AOS authorization" property of those 5 restricted fields should be changed to "Yes".

That will ensure that users will only have access to those fields if the fields are specifically added to a privilege/role.

Then you can add the specific field level access on the maintain privilege (which is supposed to have access) and not add it on the view privilege.

Otherwise you can define on the view privilege that there should be "No access" to the 5 fields in question.

With that solution you will however be blocked from accessing those 5 fields in case you have the view privilege, even if you are also granted the maintain privilege, as it will overrule any other access granted to those 5 fields.

Was this reply helpful? Yes No
André Arnaud de Cal... 303,730 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

Hi ..,

Above you got several suggestions which are valid in case you need to distinct opening the form by different users with different roles.

Can you clarify if this is the case or if the two menu items are supposed to be opened by one single user?

Was this reply helpful? Yes No