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...