Personalizing forms w.r.t.departments

Finance and Operations/AX Developer Forum
1

Hi,

I am noivce to these type of work. Basically this is my first task.
So I would like to have some guidelines/tips or any other useful info w.r.t. this.

Users are requesting if certain fields on forms be made required fields based on business use. Then they are also asking if for their department we could setup their forms to hide certain fields. Instead of each end user personalizing the forms in their own way, supervisor wants this to be done on department level.

In what way can these be achieved in a very effective way?

I have to submit a detailed report indicating all aspects that gets affected with this impact? Also have to give a detailed explanation how this will effect a future upgrade/hotfix or any other installations?

Thanks,

Lakshmi

2

Using security roles you can hide fields in forms. To make a field as mandatory, you must customize AX.