Use the form mapping to define which tables, forms, and fields you want to include in the field security policy.
For a specific field security policy, you can record the relevant form mapping.
When recording, you can record several forms. For each form that you record, a separate form mapping record is created.
1. | Go to Dynamic field security management > Policies > All field security policies. |
2. | In the list, find and select the desired field security policy. |
3. | On the Action Pane, click Form mapping. |
4. | Click Start form mapping. |
5. | On the dialog, click Start recording. |
6. | Before you proceed, navigate to, and open the D365 FO form that you want to record. For example, open the All customers details form. |
  | Go to All customers. |
7. | On the All customers form, in the list, click the link of a customer record. |
8. | On the open form, in this example the All customers details form, the fields that you can record are highlighted with a box that has a plus (+) sign. |
  | On the open form, click the plus (+) of the field to be recorded. |
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Note: |
9. | When you have finished recording, stop the recording. As a result, the recorded forms and fields are stored in the form mapping of the field security policy. |
  | Click Stop recording. |
10. | Close the recording dialog. As a result, the Form mapping form is opened showing the recording result. |
The fields on a form can belong to different tables. Therefore, also the table is stored to which a recorded field belongs.
If a recorded field is not a table field, the relevant control or dimension is stored.
Related to | Notes |
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Set up form mapping |
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