Execute code before/after assigning an Organization role to a user.
Go to: Authorization Framework → Templates → Pre and Post Actions
Click: ‘New’
Select:
Click: ‘Save & Close’
Normally: Template creates record → fills fields
Sometimes: Database trigger validates a field on insert → error in template process
Solution: Check "Include Field in Insert Query" to add a field to the initial insert
(Use only if you get insert errors)
By default, templates only fill empty fields. If you check "Overwrite manually set values", templates overwrite everything.
⚠️ When this option is checked in a template, the following also takes effect:
Default Field Values & Conflict Resolution
When a template is active for a table, the default field values will all apply when there is no template to fill/change it.
E.g. when the field for a Job title is not filled through a template, this field will be emptied (as per Default value) in Business Central.
What if multiple templates assign different values to the same field?
Go to: Authorization Framework → Templates → Default field values
For each field, you can set:
In case a chosen table is not company specific, you have to specify in which company a query has to be executed :
It is possible to overrule the approval settings with an Approval Template on User level.
When an Approval Template is set on User level,, this will overrule the one set through an Organization role.
(for instance an intern, can be assigned the same Organization Roles as for a regular User, but with an Approval Template for a different (usually lower) approval amount)
How do you know if a template worked?
Go to: User Card → Fasttab "Processed Actions"
You'll see:
Error Text column shows why it failed.
If status is "orange badge" in synchronization log: Template had an issue
Last reviewed: October 2026.