Starting the process, it became apparent that there is no facility in data-level security to pass a variable into the permission set.
So if there are 100 salespeople, one would have to create 100 permission sets with the table security set to access the specific salesperson's code.
It would be desirable to have a variable on the permission set that is referenced on the security filter of the object being filtered.
Comments
We have the same business case for a customer with many users (> 500). We would love to see an event that we can hook to to set the filter dynamically.
Category: Tenant Administration
I worked with Tom on this case. We agreed that an out of the box functionality to be able to filter task, opportunities, contacts and others so that each Salesperson can see their own tasks is a current business need for any company.
Currently, it is needed to create a permission set per each Salesperson to be able to filter their own tasks. There should be a general security setting or permission set that could be applied to all Salespersons and it will automatically filter their own tasks, instead of needing 1 permission set per Salesperson
Category: Tenant Administration
Business Central Team (administrator)
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.
Best regards,
Business Central Team