Removing Fields From a Form in Dynamics AX 2012: User Has Less Than Full Control Permissions

By Catherine Thole | February 28, 2013

Removing fields from a form in dynamics ax 2012: user has less than full control permissions

In this post, we will look at how to remove a particular field on a form when a user has less than full control permissions to the form.  To demonstrate how this works we will look at a user as a part of the project manager security role, with access to project accounting forms with the cost price field.  These users have read permissions to the form, but you do not want them to be able to see the cost price field as they could deduce a co-worker’s salary.  You do not want to create a new form without this field, so you are looking for another way to restrict access to this field.

This article will cover this specific example but it gives you the steps to do this for other roles, forms, and fields.

1. First we have to determine a few things such as what security role we want to limit access to, and the underlying table and field that the field on the form relates to.  In our example, we are looking at the Project Manager role.  One example of a place that you can find the cost price field is if you go to Project Management and Accounting, then Common, then Projects, then All projects.  From here you select to edit a project.  On the Project form, select the hour journals button.  On the Journal form that comes up select the lines button.  When you are on the Journal lines for hours click on the general tab and you will see the cost price field.

2.   Next we need to find where this field is on the form in the design view.  To determine this, right-click on the form and select personalize.

Journal Lines for hours

What you are looking for here is where in the design of the form this field is located, as it will help you find the field when you are in the AOT under the designs node of the form.  From here you can see that cost price is highlighted. You will want to scroll up to see more of the design tree.

Here you can see that the cost price field will be under the Tab node, then General, then GroupMiddle.

3.  After you have where the field is, in the design of the form, you need to find the name for the form and view it in the AOT.  To do this click on the Information tab.   You will see the name of the form is ProjJournalTransEmpl.  Click on the edit button after the Form name field to open the form in the AOT.

4.  The final step is to set the needed permission property on the field to one level higher than the user has access to.  For example, if the user has create permission, you set the Needed Permission to Correct.  In our example, the project manager has read permission, so we will set the Needed Permission to Update.  To do this, expand the design node until you find the costPrice field (which we found would be under Tab then General then GroupMiddle).  In the properties form for the CostPrice field you will find the NeededPermission option – change it to update.

 

After this, I like to log in as a user assigned to the group and verify that you no longer have the field, which in our case is the cost price field.

For more information, read my post on Removing Fields From a Form in Dynamics Ax 2012: User Has Full Control. 

 

Related Posts

Recommended Reading:

5.13.22 Power Platform

Using Power BI Object Level Security

  The following article will demonstrate how to use Power BI Object Level Security to disable column data based on […]

Read the Article
5.12.22 Dynamics CRM

How to Use the Stoneridge Support Portal

Stoneridge Software’s support portal is an intuitive and useful function that makes it easy for you to access resources to […]

Read the Article
5.6.22 Dynamics GP

Dynamics GP Transaction Removal: Purchase Orders

  Are you having performance issues with Purchase Orders?  Do you find that there are old Purchase Orders on your […]

Read the Article
5.5.22 Dynamics GP

The Real Story about the Long-Term Future of Dynamics GP Support

I’ve seen a number of people put forward comment that Dynamics GP is going away and you have to get […]

Read the Article

New Features in Dynamics 365 Business Central 2022 Wave 1 Release Part 3 – Financial Enhancements

The Dynamics 365 Businses Central 2022 Wave 1 Release has a lot of new and exciting features to help your […]

Read the Article
4.29.22 Dynamics GP

Dynamics GP Transaction Removals: Bank Reconciliation

  This is part 2 of a 3 part series on Dynamics GP Transaction Removals. These quick tips will hopefully […]

Read the Article
4.28.22 Dynamics GP

Uncommonly Used Features – Integrate Purchasing and Payables to Fixed Assets in Dynamics GP

Being able to integrate Purchasing and Payables to Fixed Assets in Dynamics GP will help you create visibility for your […]

Read the Article

New Features in the Dynamics 365 Business Central 2022 Wave 1 Release Part 2 – Ease-of-Use Features

  There are many new features in the Dynamics 365 Business Central 2022 Wave 1 Release to get excited about! […]

Read the Article
4.22.22 Dynamics GP

Dynamics GP Transaction Removal Series: Receivables

  This is part 1 of a 3 part series on Dynamics GP Transaction Removal. These quick tips will hopefully […]

Read the Article

Start the Conversation

It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X