I really appreciate if someone can help me please. I have got a requirement where customer wants to show sales order form in header view only and line view should be visible to only certain roles.
For example users from customer service shouldn’t be able to see sales lines at all but just sales form in header view. Any idea how can I implement this?
It would be possible to set some controls manually but you need to add x++ logic and or do some work on security objects. It will be quite challenging.
I think it will be easier to create a new form with the headers only. Then you give access to this form for most users, except the persons with the role allowed to view the lines. They will get the standard form.
This will be better for future upgrades as well.