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Question: How do you restrict access/visibility to specific fields on a form? 
Posted: 03 Oct 07 8:35 AM
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I am new to SalesLogix, and this is my first time using Architect.
I have added 2 new fields to the Account Detail form in SalesLogix 6.1.3, a picklist and a date field. These fields need to be visible and editable by just a select group of sales reps only,
not all sales reps. For the rest of the reps, these fields should not be visible, or at the least, grayed-out and non-editable. How do I accomplish this requirement in SalesLogix?  |
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Re: Question: How do you restrict access/visibility to specific fields on a form?
Posted: 03 Oct 07 9:45 AM
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Barbara,
I had a similar requirement in a 6.x version of SLX and the Sales people that needed access fit a specific profile: i.e. They were all "Regional Managers". If you are able to identify the group with a value in their Userinfo, then you can script the Account Detail view, with the approach here:
If currentuserid fits the rules (Title = Regional Manager) Then
field is visible
Else
field is not visible
If you are familiar with scripting you can use that approach and use real code  If not, you may want to seek some development help from a vendor. I think either way, for what you're trying to do, some scripting is the easiest way to manage it closely at the user level. If the people aren't able to be grouped together you could create a way to group them from their user profile info...
Hope this helps.
Todd Herman
EPI |
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Re: Question: How do you restrict access/visibility to specific fields on a form?
Posted: 05 Oct 07 9:49 AM
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Too many if's in this approach John.
1. If the table with the additional fields was set to allow FLS.
2. if there isn't a correctly populated SECCODEID field in that table for that record
3. if you have a security profile team "Power Sales Reps" and this team is a member of every Team you have.....
4. Correct Server License to allow FLS?
Much easier to go after, say, UserProfile.UserText1 and look for a key value "SalesAdmin" and script the security......
Much easier to Configure this as well......
I have been burned too many times with FLs over the years/versions.....sure they probably have the kinks worked out by now....but maybe this system doesn't have the Advanced Server license to begin with? |
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Re: Question: How do you restrict access/visibility to specific fields on a form?
Posted: 09 Oct 07 11:50 AM
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Here's the code:
CurrentUserId = application.BasicFunctions.CurrentUserID
set objCon = Application.GetNewConnection
if ErrorCheck ("Error getting connection information:") > 0 then exit sub
strSQL = "Select DIVISION from USERINFO where USERID = " & "'" & CurrentUserID & "'"
set objRS = objCon.Execute (strSQL)
if ErrorCheck ("Error retrieving division information:") > 0 then
objCon.Close
set objCon = nothing
exit sub
end if
If not objRS.EOF then
Division=objRS.Fields(0).Value
end if
If Division <> "878" and CurrentUserID <> "ADMIN" then
pklTSRType.Enabled = False
dteTSRDate.Enabled = False
End if |
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