i want to put filters in role permissions so that users can view only their concern department data. for example dept 1 customers should be able to see only dept 1 customer car and customer list.
while creating role i put the security filter. but its not working. any help !
also i want the reports also to have filters … .ie dept 1 users can see only reports for dept 1 customers. how?
Is ths on the SQL database or the Native database?
Hi
Security filters only work on SQL server and has only been implemented for the GL module in Navision. Thereby not said that you can use them in other modules but you will probably run in to quite a few issues depending how and extensive you use the security filters.
Regards
Claus
It is possibel to set data filters in User / Roles combinations and these will be be applied in the SQL implementation.
The application will not recognise these data filters - you need to change all Forms / Reports that are used so that they can access and apply the filters.
An alternative may be to introduce the same framework by modifying the User table or Resoonsibility Table to store a control per user and then develop dedicated forms.
[:)]
i have sql implementation. i want to restrict customer info & reports based on their department. i cannot change the forms, reports now. what is the way out.
Did you try looking at responsibility centers?
when i try to actually put filters, the standard forms/ reports are behaving OK. but customised objects are not using this filter, either they are ignoring it or throwing error.
where can i get more info about responsibility centers. is this governed by license.
There is code in forms that uses Responsibility Centers to filter. If you have custom objects, then you need to make those same changes.
Take a look at the Sales Order form, and how it filters by responsibility center, and then apply similar code to your forms.