How to: Create an (Master) Authorization Template

Authorization Templates are used to flexibly setup user related tables in Dynamics NAV, including add-on's / customization and to define how you want the records to be filled. There are two kinds of authorization templates. A master template is linked to a normal template. The master template can be used to assign the generic fields (for all users), including the key fields of the table. The specific fields for some users can be assigned by using normal templates.

To create an Authorization Templates go to Departments > Compliance > Security > Authorization Management Pro. Click on Authorization Templates.

Here you find a overview of the Authorization Templates. To create a new template click New.

Setup the following fields in the header:

  • Code: Automatic and / or manual, based on the number series settings.
  • Description: Enter a clear description of the template.
  • Validate Table Trigger: Uncheck this field if you want to disable the validation checks at input.
  • Table ID: Select the ID of the table that you want add records to by using the template.

In the sub window of the window Authorization Template you can select the fields to be filled. You can select the following sources for a value of the field:

  • Value: Enter a fixed value.
  • Multiple Values: Enter multiple fixed values by using Actions (Alt+F10), Line, Linked Values or function keys Ctrl+F7.
  • Formula: Use a date formula.
  • Employee Authorization Header: Select a field of the employee authorization header.
  • Organization Dimension Value: Use the organization dimension value of the authorization request line.
  • No. Series: If the field Key Field of the line is marked, you can choose No. Series to use the number series of the table you have selected in the header.
  • Key Definition: Select a key definition. To define key definitions see below.

The structure of the master template is the same as above. Note: When setting up a master template, the key of this template is leading. If there are already templates set up for the same table, you have to remove the key fields from these templates first.

You can define key definitions based on (parts of) fields of the authorization request header. To define the key definition go to Departments > Compliance > Security > Authorization Management Pro. Click Key Definitions.

  • 2-controlware/06abpro/walkthroughs/2authorization_template.txt
  • Last modified: 2020/10/23 12:46
  • by luukvm