Hello again!

I am looking to add a field in the opportunities to put the comission our company gets for certain products, however only about three maybe four people total in the company should be able to see this data. 

I want to hide the label and the field. I'm sure this is possible, I just honestly have no clue how to go by doing this. Any feedback is truly appreciated!!!

Hi Paula,

A good way to achieve this that I have used in the past, is to create a new Team within the Administrator and add all the users who should have access to your field.

Then within the Architect, you can add script to the onChange event of the Opportunities screen that queries the database to see if the logged in user is a member of the Team that has access. If they are then show the field, if not then hide it. The good thing about using teams, is once its in place you can give/remove access to any user very easily.

The tables you will need to look at are the SECRIGHTS and SECCODE tables. Teams have a SECCODETYPE of "G".

Hope that helps

Lee

That certainly makes sense! Do you happen to have an example code of how that would work? Do you think I would be using an IF THEN statement? I'll fiddle around Architect to see what I can find to copy. I can understand code, but it's hard for me to just create it haha

Hi Paula,

Agreed, starting with a blank canvas is always tricky. This should help get you started.

The SQL you will need in order to determine if a user is a member of a specific team is as follows:

select accessid from secrights where seccodeid = 

(select seccodeid from seccode where (UPPER(seccodedesc) = 'TEAMNAMEHERE') 

and (seccodetype = 'G')) and (accessid = 'USERIDHERE')

You will need to create a recordset in order to access the results of this within script. There should be plenty of examples of this in the main detail forms.

Once you have this function working you could add it to a common script allowing you to use it across your entire system whenever you may need to display fields based on Team access.

If you need any further assistance with this requirement or any other modifications feel free to send me a message and I'll see what I can do to help.

Regards,

Lee

Hi Lee,

Thanks for trying to help me out through this. I think this part is a little over my head and very confusing. I truly have no idea where I should be putting this code, how or what. 

I just don't even know where to begin! I assume I have to assign some variable which determines if the user is part of the team I created (named Admin) and then if so, then I can show that label/field and if not, hide it. 

I just have no clue what I am doing anymore 

---

After doing some reading of code, looks like I found this:

Set objRS = objSLXDB.GetNewRecordSet

strSQL = "Select ACCOUNT From ACCOUNT Where ACCOUNTID = '" & Trim(txtResellerID.Text) & "'"  'DNL

objRS.Open strSQL, objSLXDB.Connection

If Not (objRS.BOF And objRS.EOF) Then

ppeReseller.Text = "" & objRS.Fields("ACCOUNT").Value  'DNL

Else

ppeReseller.text = ""

End If

objRS.Close

Set objRS = Nothing

So it looks like I have to access the SQL somehow.. grr this is harder than I thought.

Hi Paula,

You will need to create a new method in the OnChange event of your Opportunity form (if one does not already exist) and use the following code..

<p>Dim objRS, strSQL, objSLXDB
 

Dim boolTeamMember
 
boolTeamMember = false

Set objSLXDB = New SLX_DB

Set objRS = objSLXDB.GetNewRecordSet
 
strSQL = "select accessid from secrights where seccodeid = " & _

    "(select seccodeid from seccode where (UPPER(seccodedesc) = 'ADMIN') " & _

    "and (seccodetype = 'G')) and (accessid = '" & Application.BasicFunctions.CurrentUserID & "')"
 
objRS.Open strSQL, objSLXDB.Connection
 
If Not (objRS.BOF And objRS.EOF) Then

 boolTeamMember = (objRS.Fields(0).Value & "" = Application.BasicFunctions.CurrentUserID)

Else

 boolTeamMember = False

End If
 
'If boolTeamMember = True then they are in the ADMIN team

'Hide/Show your fields here...

If boolTeamMember Then

 
Else
 

End if

objRS.Close

Set objRS = Nothing

Set objSLXDB = Nothing

I would also suggest reading through the help within SalesLogix Architect and getting yourself a copy of DevLogix (development book for SalesLogix) so that you have a better understanding of what the above code is doing. Depending on your experience it may also be worth looking at some tutorials for vbScript (http://www.w3schools.com/asp/vbscript_default.asp).

Hope that helps!

Regards,

Lee

(QGate Software Ltd)

Hi Paula,

One thing to be aware of is all of these methods will allow the field to be seen in Groups. If it is important that is is truly hidden then you cna create a new field level security profile and set that field to no access for the normal profiles and create a new profile that has access. You can learn about Field level security form the help or contact your partner.