how to set user can only open transaction only for himself?

julkifli33

hi all...
is there a way that every user can only open transaction (Sales quotes, order,invoice,etc...)
only from him/herself...

user A can only open transaction created by user A
user B can only open transaction created by user B
and so on...

please share
thanks

mohana_cse06

You can create a new field called UserID in all tables which you want and populate it when inserting record..
and filter on UserID in onopen form of all forms..

raveendran.s

What to do in this case ?

A wants to see A's Transactions alone
B wants to see B's Transactions alone

C the manager of A,B; who wants to see A,B,C transactions.

The loop continues..

chengalasettyvsrao

Yes, you need to consider the different combinations to design the requirement . Just updating the User ID in all tables does not statisy requirement.

julkifli33

yes something like that
C is manager A and B
so C can see what transaction from A,B and C himself

A can't see transaction from B
is there any standard function from NAV?

mohana_cse06

there is no standard functionality for this..
You have to customize..

julkifli33

mohana_cse06 wrote:

there is no standard functionality for this..
You have to customize..

i just thinking to filter it by table
for example for every sales transaction is from sales header
but i think in table , there is no event like in pages/forms for OnOpenForms
or any idea?

mohana_cse06

Will users can see table data?

julkifli33

mohana_cse06 wrote:

Will users can see table data?

like i said before
this user only can see their transaction only
maybe we can add some code to filter it in forms
but i just thinking can we do it in table
so we dont have to add code for every sales forms

mohana_cse06

No

julkifli33

it seems like we must modify every pages and every forms to do that
](*,)

David_Singleton

julkifli33 wrote:

it seems like we must modify every pages and every forms to do that
](*,)

That is not true. You can use filtergroup 0. If you are a customer then speak with your partner about this, they can do the analysis and develop a solution for you. If you are with a partner then I assume you are a consultant so speak with a developer in your company about how to do this and together you can design a solution for your client.

julkifli33

David Singleton wrote:

julkifli33 wrote:

it seems like we must modify every pages and every forms to do that
](*,)

That is not true. You can use filtergroup 0. If you are a customer then speak with your partner about this, they can do the analysis and develop a solution for you. If you are with a partner then I assume you are a consultant so speak with a developer in your company about how to do this and together you can design a solution for your client.

actually i am developer but in customer side
in what event in table should i add the code?
because there is no OnOpenForms like in forms or OnOpenPages in Pages

gsmakhija

Hi,

If you are using SQL Database then you can do it by user roles & permission with the help of "Security Filter"

julkifli33

gsmakhija wrote:

Hi,

If you are using SQL Database then you can do it by user roles & permission with the help of "Security Filter"

can you explain a little bit more?
where do we put code for this filtering?

maya-chan

Hai all,

I have same problem too. On me, I have to make security roles to read G/L.
So, the scenario is like this :

- User A only can see and read G/L data that is input by him/her
- User A can't see and read G/L data that's input by other user

I have tried by using security filtering. But some not work (e.g for G/L entry), it's because on G/L entry has data that mix input by user A, user B, C etc. When I login as user A and try to see chart of account it's shown message " You can't read G/L entry table".

Anyone can help me? Please

mohana_cse06

What did you write and where?

maya-chan

I make a role name G/L- Account.
For G/L entry table I input the dimension(Global dimension1 that representative the office name of user A, for example K03) in security filtering.
For this table this user can read, insert, modify and delete data (I put all yes)

mohana_cse06

Did you synchronise after adding the roles?

maya-chan

Yup, I did it

maya-chan

But still can't open.

maya-chan

If I don't add the dimension on filter, it can open but not filter. Show all data. Means user A can see data in office B(input by user , office C(input by user c) and so on.
So, any advice, please?