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.


Standard procedure

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.
 

Note:
- As a result, the field is added to the grid on the recording dialog.
- Repeat these steps till you have recorded each desired field.
- You can record fields of several forms in one recording session. To so, navigate to, and open the desired forms and record the desired fields on these forms.

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.

Notes

  • When you finish recording a form mapping, the result is stored in the form mapping and not in the field security policy.
  • 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

Set up form mapping

 

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