Modules as per company using X++ codes and security roles in Ax 2012 R2

Process of Hiding Modules as per company using X++ codes and security roles in Ax 2012 R2

Hello everybody,

In this post I am going to show how to hide modules for specific companies. In a peculiar requirement, I had to create some customized modules having some customized menuitems. For a particular company, let us take “ABCD”, these modules should be visible and standard modules of AX should be hidden. Also, for the other companies, the customized modules should be hidden.

To achieve this, first of all we have to figure out what are the classes and form methods which triggers on company change. In ax we have three areas which invokes a change or initiation of a company namely:

1. Info(Class)->startupPost(): This method is triggered when you open AX. This method invokes the default company set when opening AX.
2. Application(Class)->setDefaultCompany(): This class method is triggered when you change the company using the address bar drop down.
3. SysDataAreaSelect(form)->SwitchCompany(): This method is triggered when you change the company using the form in the status bar.(on the lower right corner of AX window).

Therefore, we have to call our code when these methods are invoked.

Let us follow the steps:

1. First we will create a class with name HideModulesAsPerCompany.
2. create a method. Name it as “HideStandardModuleForRole”

---

         public static void HideStandardModuleForRole()
{

                      container cont_navButtons, cont_navButtonsHide;

                      container cont_UserRoles;

                      TreeNode menunode;
TreeNode mainmenunode;
TreeNodeIterator menuitemiter;

str aotName;

int i = 1;
int j = 1;
int loc;

boolean isAdmin = false;

SecurityRole securityRole;
SecurityUserRole securityUserRole;

#AOT
#define.Zero(‘0’)
#define.MainMenuLocation(‘\\Menus\\MainMenu’)
//Fetch all roles for currently logged in User and insert in variable cont_UserRoles.

while select securityUserRole
join securityRole
where securityUserRole.User == curUserId()
&& securityRole.RecId == securityUserRole.SecurityRole
{

cont_UserRoles += securityRole.AotName;

if (securityRole.AotName == ‘-SysAdmin-‘)
{
isAdmin = true;
}
}

if(isAdmin && curext() == ‘ABCD’) //ABCD is the company for which standard modules will be hidden
{
mainmenunode = TreeNode::findNode(#MainMenuLocation);
menuitemiter = mainmenunode.AOTiterator();
menunode = menuitemiter.next();

while(menunode != null)
{
aotName = menunode.AOTname();

if(aotName == ‘SystemAdministration’ || aotName == ‘AccountsPayable’
|| aotName == ‘AccountsReceivable’ || aotName == ‘Budgeting’
|| aotName == ‘CashAndBankManagement’ || aotName == ‘ComplianceAndInternalControls’
|| aotName == ‘FixedAssets’ || aotName == ‘InventoryManagement’ || //and so on)
{
// Prefix 1 to show module
cont_navButtons = conIns(cont_navButtons, j, ‘0’ + aotName);
}

else
{
// Prefix 0 to hide module
cont_navButtonsHide = conIns(cont_navButtonsHide, j, ‘1’ + aotName);
}
j++;

menunode = menuitemiter.next();
}
// Hide Modules with 0 as prefix
infolog.navPane().setCurrMenuButtons(cont_navButtons);
}

if(isAdmin && curext() != ‘ABCD’)//if the selected company is not ABCD, the customized modules will be                                                                                   //hidden
{
mainmenunode = TreeNode::findNode(#MainMenuLocation);
menuitemiter = mainmenunode.AOTiterator();
menunode = menuitemiter.next();

while(menunode != null)
{
aotName = menunode.AOTname();

if(aotName == ‘ABCDAssets’
|| aotName == ‘ABCDBillingAndCollections’ || aotName == ‘ABCDConnections’
|| aotName == ‘ABCDCRM’ || aotName == ‘ABCDFinanceManagement’
|| aotName == ‘ABCDHumanResources’ || aotName == ‘ABCDInventoryManagement’
|| aotName == ‘ABCDMeterManagement’ || aotName == ‘ABCDPayroll’
|| aotName == ‘ABCDProjectmanagementandAccounting’)
{
// Prefix 1 to show module
cont_navButtons = conIns(cont_navButtons, j, ‘0’ + aotName);
}

else
{
// Prefix 0 to hide module
cont_navButtonsHide = conIns(cont_navButtonsHide, j, ‘1’ + aotName);
}
j++;

menunode = menuitemiter.next();
}
// Hide Modules with 0 as prefix
infolog.navPane().setCurrMenuButtons(cont_navButtons);
}

}

---

Now this method has to be called wherever a company change is triggered:

In Info(Class)->startupPost():

---

UserInfo UserInfo;
#AviFiles
SysOperationProgress progress = new SysOperationProgress();
int i;

;

//HideModulesAsPerRole::HideModulesForRole();
HideModulesAsPerRole::HideStandardModuleForRole();

---

In Application(Class)->setDefaultCompany(): add just before “return” of the method

---

//added by Mrigs on 02/04/2015
//start–>
if (infolog.navPane())
{
InfoLog.navPane().loadStartupButtons();
Infolog.navPane().refreshFavorites(infolog.navPane().selectedFavoriteGroup(),xInfo::currentWorkspaceNum());

HideModulesAsPerRole::HideStandardModuleForRole();
}
//end–>

---

In SysDataAreaSelect(form)->SwitchCompany():

if (NewWorkspace)
{
InfoLog.createWorkspaceWindow();
}
else
{
if (infolog.navPane())
{
InfoLog.navPane().loadStartupButtons();
Infolog.navPane().refreshFavorites(infolog.navPane().selectedFavoriteGroup(),xInfo::currentWorkspaceNum());
//added by Mrigs on 02/04/2015
//start–>
HideModulesAsPerRole::HideStandardModuleForRole();
//end–>
}
else
{
infolog.updateCurrentCompany();
//added by Mrigs on 02/04/2015
//start–>
HideModulesAsPerRole::HideStandardModuleForRole();
//end–>
}
}

---

Do a Incremental CIL and then close and open AX. Done!!

Happy AXing!!!

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