User Group Permissions - Record Info/Creating templates

Dynamics 365 for Finance and Operations/AX User Forum
1

Hi,

I have a problem creating templates. When some users right-click a customer, vendor or item and goes to “record info”, the part were you create templates are missing. When i’m logged in as Admin it shows, so im pretty sure this is a permission problem, but i’m not able to find the right permission to activate.

Does anyone know how i can solve this problem?

2

Have you tried using the security profiler to record the steps taken to create a template?

In security, look at Basic → Setup → Record Templates…

Grant full access to this form and try again.

3

Thank you William,

I should have mentioned this at first, but the function “Record templates” is active, and accessible under Basic > Setup > Record Templates. So the users are able to see existing templates, but not to create new from “Record info”.

4

Thank you William,

I should have mentioned this at first , but the function “Record templates” is active, and accessible under Basic > Setup > Record Templates.

So the users are able to see existing templates, but not to create new from “Record info”.