How to allow Open in Excel but not Edit in Excel

Is it possible to prohibit user from using Edit in Excel?

1. With the Open in Excel action, you can make changes to the records in Excel, but you can’t publish the changes back to Business Central. You can only save the changes to Excel file, without affecting data in Business Central.

2. The Edit in Excel action is available on most lists, but not all. With the Edit in Excel action, you make changes to records in Excel and then publish the changes back to Business Central. When Excel opens, you’ll see the Excel Add-in pane on the right.

If the following is implemented it applies to all pages for any user assigned that specific Permission Set.

In general, users assigned to the EXCEL EXPORT ACTION permission set can use the Open in Excel and Edit in Excel features.

The following two permission sets are included.
EDIT IN EXCEL – VIEW: Edit in Excel – View (Key permission)
EXPORT REPORT EXCEL: Export Report Dataset to Excel

Without this permission set, the user would not be able to see these two actions. They would simply not be shown to the user in any page.

So what permissions are there that are only relevant to Edit in Excel? How can we exclude Edit in Excel option for the user?

Create new Permission Set and insert a line with the type Exclude:

When the user choose Edit in Excel, the following error will be prompted like this:

If you only want to disable Edit in Excel" on a specific page a modification must be done.

Using OnEditInExcelWithFilters event in codeunit 1481 “Edit in Excel”

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