About “UI Elements Removal” feature


About “UI Elements Removal” feature

 

I never talked about this subject because is “daily bread” for NAV users, however, since some of NAV customers (and some of my readers) are still in old versions of NAV and they want to understand how this technology works, i collected a bit of existing documentation about this topic; below you will find many links from MSDN.

 

About “UI Elements Removal” feature

“UI Elements Removal” feature was introduced with NAV 2015; Microsoft Position at the end of 2014 before NAV 2015 launching date: “To simplify the users’ experience in Microsoft Dynamics NAV 2015, we have introduced the UI Elements Removal feature. The feature can be used to remove user interface (UI) elements, such as fields and actions from pages in Microsoft Dynamics NAV so that the Role Center and pages become simpler to look at, easier to navigate on, and faster to get through.”

Access By Permission on NAV 2015 (v=nav.80).aspx

How to: Try Out the UI Elements Removal Feature based on Demo Permission Set

(v=nav.80).aspx

How System Works with “LicenseFileAndUserPermissions” option active?

When you configure user interfaces in Microsoft Dynamics NAV, you should make sure that the UI Elements Removal field is set to its default, LicenseFileAndUserPermissions, so that you only see the relevant UI elements in the Customize window.

 

What objects will be removed objects by LicenseFileAndUserPermissions option?

All types of UI elements will be removed if they relate to objects that are not included in the license or the user does not have the required permission to the objects:

• Fields, Actions, Page parts

 

“UI elements” removed “By Design”

Directly Related

UI elements that are directly related to an object through the TableRelation or the CalcFormula property can be removed automatically according to the license file and/or user permissions

Not Directly Related

For UI elements that are not directly related to an object, you can use the AccessByPermission property to remove the element according to the user’s permission to a related object

“All types” of UI elements will be removed if they relate to an object to which the user does not have the required permissions:

  • Fields on pages, including FactBoxes
  • Actions on pages, including toolbars and navigation panes

  • Page parts, such as Lines FastTabs

 

About “FOUNDATION” permissions set

A prerequisite for all other permission sets. The FOUNDATION permission set grants access to system tables and application setup tables that are required for most application features to work.

This permission set is “recommended” when using the UI Elements Removal feature to automatically remove UI elements according to user permissions.

To use the LicenseFileAndUserPermissions option in the UI Elements Removal field, you must assign the special FOUNDATION permission set to the user along with the relevant application permission sets that define which application objects the user will access. Unlike the BASIC permission set, the FOUNDATION permission set only grants access to application setup and system tables and requires that other assigned permission sets define which specific application objects can be accessed. For more information, see Special Permission Sets.

Note that all of the 167 default permission sets that are provided with Microsoft Dynamics NAV are ready to support the FOUNDATION permission set to remove UI elements according to user permissions. You must therefore edit the relevant permission sets as explained in the following procedures.

Important ! 1

“If you defined the property for a table field, then all instances of the field on pages are removed from the user’s view. To override the property on an individual page field, delete the permission value after the = sign in the Value field. Do not delete the whole string as that will be replicated on the property of the table field.”

Important! 2

“The majority of the permission sets that are provided with the CRONUS demonstration database cannot be combined with the FOUNDATION permission set to fully use the UI Elements Removal feature. You must first create or edit the relevant permission sets to avoid that the user is blocked from performing the involved tasks. For more information, see How to: Create or Modify Permission Sets.”

 

Post Based on MSDN Documentation and others sources

Accessbypermission Property (NAV 2017 HELP on MSDN)

Source https://msdn.microsoft.com/en-us/dynamics-nav/accessbypermission-property

Source https://msdn.microsoft.com/en-us/dynamics-nav/how-to–remove-ui-elements-using-the-accessbypermission-property

 

SAMPLES

NAV Service Configuration

“UI Elements Removal” property with “LicenseFileAndUserPermissions” option

To use this property, the UI Elements Removal field in the Microsoft Dynamics NAV Server Administration tool must be set to LicenseFile or LicenseFileAndUserPermissions.

This Property Applies To

  • Fields in tables (affecting all related fields on pages)
  • Fields on pages

  • Actions on pages

  • MenuSuite items

  • Page parts, such as a Lines FastTab

  •  

    “AccessByPermission “Property Values

    When you choose the AssistEdit button, the Access By Permission window opens.

    Field Description

    Object Type Specify the type of object to which permission is required to display the UI element

    Object ID Specify the object to which permission is required to display the UI element

    Read Specify if Read permission is required to display the UI element

    Insert Specify if Insert permission is required to display the UI element

    Modify Specify if Modify permission is required to display the UI element

    Delete Specify if Delete permission is required to display the UI element

    Execute Specify if Execute permission is required to display the UI element

     

    Sample on table 137 “Sales Invoice Line”, on field “Line Amount”

    Others samples (Standard NAV)

    Table 37 “Sales Line”

     

    Page 42 “Sales Order”

     

    MenuSuite

    Bank Accounts List Page

    Item PropertiesAccess by Permission

     

    AVAILABLE DOCUMENTATION ON MSDN, Microsoft NAVHelp on MSDN

    Accessbypermission Property (NAV 2017)

    https://msdn.microsoft.com/en-us/dynamics-nav/accessbypermission-property

    Removing Elements from the User Interface According to Permissions

    https://msdn.microsoft.com/en-us/dynamics-nav/removing-elements-from-the-user-interface-according-to-permissions

    How to: Remove UI Elements Using the AccessByPermission Property

    https://msdn.microsoft.com/en-us/dynamics-nav/how-to–remove-ui-elements-using-the-accessbypermission-property

    How to: Specify When UI Elements Are Removed

    https://msdn.microsoft.com/en-us/dynamics-nav/how-to–specify-when-ui-elements-are-removed

    ABOUT DEMO PERMISSIONS SETS

    How to: Try Out the UI Elements Removal Feature Based on Demonstration Permission Sets

    https://msdn.microsoft.com/en-us/dynamics-nav/how-to–try-out-the-ui-elements-removal-feature-based-on-demonstration-permission-sets

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