Creating policies

The term "Security policies" is a slight misnomer. It is also known under a more accurate term of Extensible Data Security (XDS). It is an evolution of record level security that was deprecated from AX 2012: you could still do this, but it wasn't a recommended approach.

In this scenario, we will create a policy that only allows access to vehicles of type truck. In this scenario, we have a team that only has access to trucks when creating service orders.

How to do it...

To create a role, follow these steps:

1. Choose to add a new item to the project.
2. In the Add New Item dialog, select Data Model from the left-hand list and Query from the right.
3. Enter ConWHSVehicleTruckPolicy in the Name field and click on Add.
4. In our new query, drag the ConWHSVehicleTable table to the Data Sources node.
5. Add the VehicleType field to the Fields list by right-clicking on the Fields node and choosing New | Field.
6. Drag the field onto the Ranges node.
7. On the new VehicleType range, change the Value property...