Data security App helps you protecting important information from accidental modification. Data Security is the simplest way to add Workflows to master data or document approvals. This app helps you filtering record based on admin defined status, for instance you can easily filter customer or order not approved or in obsolete status. 

Data Security App for Microsoft Dynamics Business Central allows the creation of coding workflow of personal data and documents

 It ensures the security and protection of data through functions that enable to:

• Block records not completely qualified (e.g. Customer without VAT No)

• Manage user or group policy and permit to change record status only to granted people

• Send email when a record changes status; include context info

• Create different approval path for a specific entity for example:Order quick approval or detailed approvals  

• Managing different status associated to an entity

• Regulate status change

• Send email associated to status change

Entity tables can be:

• Personal data

• Documents (Purchase, sales, manufacturing)

• Entries

To each entity element is possibile to associate more status, starting from an initial status and arriving at a final status, passing through intermediate ones. To each status is possibile to associate a colour and different permissions:

• Modify/Delete

• Release/Registration/Print (for sale/purchase documents)

It is also possibile to define status change paths.

 

Subscription

Some features of the EOS Data Security App require a subscription. The subscription can be activated from Subscription control panel or directly from the notification messages that the system proposes, by clicking on the link that allows you to start the subscription wizard. You can download and install “EOS Data Security” for free. Free activation include all features limited to the vendor table. Activating a subscription you can access the full experience that includes 13 Tables out of the box, give you access to online documentation, and sample extensions to support custom tables and custom pages.   See Eos Solutions website for more information.

Authorization set

After installing the app:

• set “EOS EX003 EDS ADM” Autorization set to Administrators. They will see all pages and setup in the “Tell me what you want to do” page (ALT+Q).

• set “EOS EX003 EDS USR” to normal users. They will be able to change the record status and the system will log every status change. 

Data Security -  SUMMARY

For a summary of the functionalities involved, press ALT + Q and type "EDS":

 

Task	See
Associate multiple states, to each element of the entity, starting from an initial state.	EDS Tables Setup
Link functions tu change status	EDS Functions
Skip permission checks	EDS Setup
Manage notifications	EDS Notification Text List
Managing the status change	How Data Security works
Monitor and customize	EDS Record Status View
Define the cues on the Role Center	EDS Cue Setup