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Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.
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Locking an Opportunity
Posted: 02 Sep 08 10:10 AM
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I am hoping that there is a "simple" way to not allow users to edit an opportunity once the opportunity is closed. Is there a way to "disable" the save button or something similar if the opportunity has a certain flag on it, such as a closed status? I am on 7.0.1
thanks for any suggestions!
brian |
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Re: Locking an Opportunity
Posted: 04 Sep 08 9:43 AM
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Careful, this approach is slick but does NOT lock down a form completely. LookupEdit Buttons, Picklist Buttons, as mentioned in a response Grids, popupmenu buttons, etc.
Just because an item is Readonly=True doesn't mean that item is locked down.
Here's an easily modifiable script that does the basic same thing as Ryan's Class based script.
Sub GeneralForms_Security(TheFormPermission)
''''This is usually a GLOBAL variable.
DIM DefaultReadOnlyColor
DefaultReadOnlyColor = wclLightGray
If TheFormPermission = "RW" OR TRIM(application.basicfunctions.CurrentUserID) = "ADMIN" then
g_UserPermission = "RW"
KONTROL = FALSE
KONTROL_OPP = TRUE
TheControlColor = Application.BasicFunctions.StringToColor("Window")
ELSE
KONTROL = TRUE
KONTROL_OPP = FALSE
TheControlColor = DefaultReadOnlyColor
END IF
For iControl = 0 To ControlCount - 1
Select Case (TypeName(Controls(iControl)))
Case "Edit","Memo"
Controls(iControl).ReadOnly = KONTROL
Controls(iControl).Color = TheControlColor
Case "PickList", "NameEdit"
Controls(iControl).ButtonVisible = KONTROL_OPP
Controls(iControl).ReadOnly = KONTROL
Controls(iControl).Color = TheControlColor
Case "CheckBox" '''',"DataGrid"
Controls(iControl).Enabled = KONTROL_OPP
Case "ComboBox"
Controls(iControl).Enabled = KONTROL_OPP
Controls(iControl).Color = TheControlColor
Case "LookupEdit","DateTimeEdit"
Controls(iControl).ReadOnly = KONTROL
Controls(iControl).ButtonVisible = KONTROL_OPP
Controls(iControl).Color = TheControlColor
Case "PopupEdit"
Controls(iControl).ReadOnly = KONTROL
Controls(iControl).Color = TheControlColor
CASE "LinkEdit"
Controls(iControl).ReadOnly = KONTROL
Controls(iControl).Color = TheControlColor
Case "Button"
' Do Nothing
Case "DataGrid"
' Do Nothing
Controls(iControl).ReadOnly = KONTROL
Controls(iControl).Color = TheControlColor
Controls(iControl).EditOptions.SHOWADD = KONTROL_OPP
Controls(iControl).EditOptions.SHOWEDIT = KONTROL_OPP
Controls(iControl).EditOptions.SHOWDELETE = KONTROL_OPP
Case "Label"
' Do Nothing
Case "Panel"
' Do Nothing
Case "RadioGroup"
' Do Nothing
Case Else
' Do Nothing
End Select
Next
Call ErrorCheckSLX("SetFormSecurity Failed",0,"ASI Form Level Security")
End Sub
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Re: Locking an Opportunity
Posted: 04 Sep 08 9:44 AM
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Careful, this approach is slick but does NOT lock down a form completely. LookupEdit Buttons, Picklist Buttons, as mentioned in a response Grids, popupmenu buttons, etc.
Just because an item is Readonly=True doesn't mean that item is locked down.
Here's an easily modifiable script that does the basic same thing as Ryan's Class based script.
Sub GeneralForms_Security(TheFormPermission)
''''This is usually a GLOBAL variable.
DIM DefaultReadOnlyColor
DefaultReadOnlyColor = wclLightGray
If TheFormPermission = "RW" OR TRIM(application.basicfunctions.CurrentUserID) = "ADMIN" then
g_UserPermission = "RW"
KONTROL = FALSE
KONTROL_OPP = TRUE
TheControlColor = Application.BasicFunctions.StringToColor("Window")
ELSE
KONTROL = TRUE
KONTROL_OPP = FALSE
TheControlColor = DefaultReadOnlyColor
END IF
For iControl = 0 To ControlCount - 1
Select Case (TypeName(Controls(iControl)))
Case "Edit","Memo"
Controls(iControl).ReadOnly = KONTROL
Controls(iControl).Color = TheControlColor
Case "PickList", "NameEdit"
Controls(iControl).ButtonVisible = KONTROL_OPP
Controls(iControl).ReadOnly = KONTROL
Controls(iControl).Color = TheControlColor
Case "CheckBox" ,"DataGrid"
Controls(iControl).Enabled = KONTROL_OPP
Case "ComboBox"
Controls(iControl).Enabled = KONTROL_OPP
Controls(iControl).Color = TheControlColor
Case "LookupEdit","DateTimeEdit"
Controls(iControl).ReadOnly = KONTROL
Controls(iControl).ButtonVisible = KONTROL_OPP
Controls(iControl).Color = TheControlColor
Case "PopupEdit"
Controls(iControl).ReadOnly = KONTROL
Controls(iControl).Color = TheControlColor
CASE "LinkEdit"
Controls(iControl).ReadOnly = KONTROL
Controls(iControl).Color = TheControlColor
Case "Button"
' Do Nothing
Case "DataGrid"
' Do Nothing
Controls(iControl).ReadOnly = KONTROL
Controls(iControl).Color = TheControlColor
Controls(iControl).EditOptions.SHOWADD = KONTROL_OPP
Controls(iControl).EditOptions.SHOWEDIT = KONTROL_OPP
Controls(iControl).EditOptions.SHOWDELETE = KONTROL_OPP
Case "Label"
' Do Nothing
Case "Panel"
' Do Nothing
Case "RadioGroup"
' Do Nothing
Case Else
' Do Nothing
End Select
Next
Call ErrorCheckSLX("SetFormSecurity Failed",0,"ASI Form Level Security")
End Sub
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