The Forums on slxdeveloper.com are now retired. The forum archive will remain available for the time being. Thank you for your participation on slxdeveloper.com!
|
|
Security on Picklists
Posted: 03 Apr 09 9:33 AM
|
| On Opportunity Status, I want salespeople to be able to change the status to any choice in the picklist but 'Close - Won'. Anyone have any thoughts on how to go about this? |
|
|
|
Re: Security on Picklists
Posted: 03 Apr 09 10:36 AM
|
You could dynamically create the picklist OnPopup.
Or check the value on return of the popup to make sure they didn't select Closed - Won, then have the popup come back. |
|
|
|
Re: Security on Picklists
Posted: 03 Apr 09 10:42 AM
|
| I forgot to mention I want others to be able to select 'Closed Won'. I was thinking of removing the choice from the picklist and then create a button that only a certain group had access to on that Opportunity Details screen. When selected it would initiate the Closed - Won. |
|
|
|
Re: Security on Picklists
Posted: 03 Apr 09 10:48 AM
|
Create a new picklist without the Closed - Won option. Then on the onpopup event:
Sub pklStatusPopup(Sender)
If UserIsSalesPerson Then
pklStatus.PickListName = "SalesPerson Opportunity Status"
Else
pklStatus.PickListName = "Opportunity Status"
End If
End Sub
Confirm the ReadOnlyEditor property to False, so they can't type in the box. |
|
|
|