Work with Dataset Security

Navigate to a Dataset Security by opening the window Dataset Security by selecting Departments - Compliance - Security - Field and Dataset Security - Dataset Security.

A Dataset Security contains the following fields. Configure the Dataset Security to your preferences.

  • No.: Number of the Dataset Security, this can be automatic and / or manual, based on the number series settings.
  • Description: A field to describe the Dataset Security.
  • Table ID: you can select the ID of the table that you want to split up in datasets.

Note: Blocked tables in the Table Categories cannot be used for dataset security. If you select a table that is not categorized you will receive a message.

  • Table Caption and Module: Automatically filled by the Table ID. You can't modify this.
  • Table Type: you can retrieve the available options by entering 0|1|2|3|4|5|6|7|8|9.
  • Data Owner: Select the Data owner, the Data Owner is entitled to manage the dataset security for the table.
  • Starting Date: Fill in the date from which the field security applies (required).
  • Ending Date: Fil in the date until which the field security applies (optional).

Changing the checks in the header applies also modifies the checks in the assigned permission sets.

  • Insert Check: Check table by insert actions.
  • Modify Check: Current Value: Secure table by modify actions of current values.
  • Modify Check: New Value: Secure table by modify actions of new values.
  • Delete Check: Check table by delete actions.

To split the table into datasets, navigate to the lines. Datasets are defined with one or two filter fields with which the permissions of users are restricted.

Note: If you are using the visibility option, some modifications to the applicable forms / pages are necessary in Microsoft Dynamics NAV 2015 and older.

Note! Add the number of lines equal to the number of datasets the table has to be split up.

You have to fill in the following fields per line:

  • Dataset Type: select whether the dataset is defined for editability or visibility. Visibility is only applicable for customized forms / pages.
  • Filter Field 1 (and 2): datasets can be defined by one or two fields of the table. Select the field that is used for filtering.
  • Filter 1 Type (and 2): select Permission Set or User:
  • Filter 1 Code (and 2): Only applicable if Filter Type = User, this refers to the User Filter that is used to get the user specific filter value.
  • Filter 1 (and 2): Applicable if Filter Type = Permission Set, enter the filter value that is applicable for the dataset line.
    • For option fields, e.g. document type and type in table Purchase Line, you can retrieve the available options by entering 0|1|2|3|4|5|6|7|8|9.
  • Filter And Or: Defines whether the value of Filter 1 and / or Filter 2 is applicable for the dataset. If the Dataset Type is Visible, then only and is allowed.
  • No. of Assigned Permission Sets: This field shows the number of roles that are linked to the dataset security.
  • Deviating Trigger Checks: Marked if checks differs from checks selected in header.

You can assign Permission Set(s) for which the dataset security is applicable. you can assign multiple Permission Sets, use for each Permission Set a new line.

Select the specific line of the secured Field. and click on the arrow down button in the field Permission Set-ID to select the Permission Set for which the security is applicable.

You can optionally set some settings of the assigned Permission Set.

  • Company: Add a company name to set company specific security. If it is empty the security is for all companies.
  • Starting Date: Used for starting the assignment of the Permission Set at a specified date.
  • Ending Date: Used for ending the assignment of the Permission Set at a specified date.
  • 2-controlware/05fieldanddatasetsecurity/3dataset_security.txt
  • Last modified: 2020/09/28 13:02
  • by marcel