Work with Field Security

Field Security revokes fields from particular users.

Follow these steps to create a Field Security to authorize users to edit specific fields of a table with the wizard.

1. Open the window Field Security Setup Wizard and select Field Security.

2. In this step you choose a table in which you want to secure the fields. You can type the object id or the table name in the field Table ID.

3.After selecting the table, you can choose individual fields on the lines.

• Depending on the number of fields you want to secure, you can enable Default Editable. As shipped the software disables editing of defined fields, but when Default Editable is enabled you only have to define fields which are editable.For these steps we assume Default Editable is disabled.

4. Add the fields you do not want users to be able to edit by clicking AssistEdit button of the Field No. on the first line. A list with all fields in the table opens. Choose the field(s) you want to secure one by one and confirm with OK.

5. The field Description allows you to document the purpose of securing the field (e.g. posting groups only for manager)

6. Assign permission set(s) to the field.

• With the line of the field selected, choose Assigned Permission Sets on the ribbon under Line to open the window Permission Sets per Field Security.
• Click New.
• Choose the first line and select the AssisEdit button.
• Confirm the selection by clicking OK.

7. The Field Security is inactive until the Starting Date contains a date in the past or today. Furthermore, the Field Security is inactive when the field End Date contains a date in the past.

8. If the user(s) for which you have setup a Field Security logs out of Microsoft Dynamics 365 Business Central and logs in again, the Field Security is activated.

Follow these steps to create a Field Security to authorize users to edit specific fields of a table with the wizard.

1. In the top right corner, choose the Search for Page or Report icon, enter Field Security List and choose the related link.

2. In the Field Security List window click New.

3. You can select a table to secure by clicking the AssistEdit button.A list with all objects opens.

4. Complete the following fields in the header.

• No.: Automatic and / or manual, based on the number series settings.
• Description: E.g. Secure posting groups items.
• Table ID: Select the ID of the table that you want to secure on field level.

5. Depending on the number of fields you want to secure, you can enable Default Editable. As shipped, the software disables editing of defined fields, but when Default Editable is enabled you have to define fields which are editable.For these steps we assume Default Editable is disabled.

6. Add the fields you want users not to be able to edit by clicking AssistEdit on the first line.A list with all fields in the table opens.

7. Assign permission set(s) to the field.

• Open the window Permission Sets per Field Security by clicking No. of Assigned Permission Sets on the line.
• Click New.
• Choose the first line and select the AssisEdit button.
• Confirm the selection by clicking OK.

8. The field Description on the line can hold any text for documentational purposes.

9. The Field Security is inactive until the Starting Date contains a date in the past or today. Furthermore, the Field Security is inactive when the field End Date contains a date in the past.

10. If the user(s) for which you have setup a Field Security logs out of Dynamics 365 Business Central and logs in again, the Field Security is activated.