Required Secured Actions to Run a Report in the Infor CRM v8.1 Web Client

We recently had a client complaining users could not run reports in their upgraded Infor CRM v8.1 web client.  The Run Report and Schedule Report tasks in the Report manager area were not showing.  These common tasks are constructed in javascript.  They assume pre-existing secured actions exists and that these secured actions belong to user roles.  The required secured actions are (case sensitive):

  • ‘Entities/ReportManager/RunReport’,
  • ‘Entities/ReportManager/ScheduleReport’,
  • ‘Entities/ReportManager/EditSchedule’,
  • ‘Entities/ReportManager/DeleteSchedule’

These secured actions are added as part of the external exe to be run during the v8.1 upgrade.  Running that tool allowed the reports to be run by the user.

ABOUT THE AUTHOR

Kris Halsrud

Kris Halsrud is a Senior Analyst / Developer for Customer FX Corporation.

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