We want to prevent some users from being able to change the “Blocked” field on a customer’s card. Below are the current roles of those we want to not have access in change the Blocked status. Can you tell me which role needs to be omitted
Role ID Role Name Company
ALL All users
ANALYSIS Dimension Analysis
CHANGELOG-SETUP Setup Change Log
CHANGELOG-VIEW View Change Log Entries
CUSTOMER SERVICE Modified Roles for Acct Mngr
ESHIP-ALL Required for all user
MODS Mods
P&P-VENDOR, EDIT Edit vendors
RM-CAMPAIGN Read campaigns and segments
RM-CAMPAIGN, EDIT Edit campaigns and segments
RM-CONT Read contacts, entries, etc.
RM-CONT, EDIT Edit contacts
RM-OPP Read opportunities
RM-OPP, EDIT Edit opportunities
RM-PERIODIC RM periodic activities
RM-SETUP Relationship Management setup
RM-TODO Read to-dos
RM-TODO, EDIT Edit to-dos
S&R-CUSTOMER Read customers and entries
S&R-CUSTOMER, EDIT Edit customers
S&R-JOURNAL Create entries in jnls. (S&R)
S&R-JOURNAL, POST Post journals (S&R)
S&R-PERIODIC S&R periodic activities
S&R-POSTED S/I/R/C Read posted shipments, etc.
S&R-Q/O/I/R/C Create sales orders etc.
S&R-Q/O/I/R/C, POST Post sales orders, etc.
S&R-REGISTER Read G/L registers (S&R)
S&R-SETUP S&R setup
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Comments
Discuss it with your partner that how to make this possible(this required some technical work).
If you can make changes to objects then what I would do would be the following:
Remove the field from the Form.
Create a Processing Only Report or a Codeunit that simply modifies this field.
Add this object to a menu button on the form.
Give permissions on the new objects to the roles you want.
-Mohana
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