11/22/2024 2:56:40 PM
|
| |
| slxdeveloper.com Community Forums |
|
| |
|
|
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!
Forum to discuss general administration topics for SalesLogix (including LAN & remote topics). View the code of conduct for posting guidelines.
|
|
|
|
Account Owner
Posted: 17 Apr 06 1:48 AM
|
fiogf49gjkf0d Dear All
How do I assign the Account Owner / Account Manager to conform to this following rule ?
- Any Account Manager can do anything to the account he/she has.
- Any Direct Manager of the Account Manager can do anything to the account that his/her subordinates has
- Any other person besides the two, have readonly access to the account.
I can't seem to achive this correctly using the Account Owner/Account Manager stuff.
Or this is simply impossible to achieve ?
TIA
Dhany |
|
|
|
Re: Account Owner
Posted: 03 May 06 3:46 PM
|
1mg melatonin and pregnancy melatonin tablets and pregnancy website fiogf49gjkf0d Here's how I dealt with it with this similar dilema. I made users that have rights to change the accountmanager as part of the Admin department.
In the AXFormChange subroutine:
...
'Changed lueAcctMgr.readonly to TRUE
'Is the user a member of the Admin Department?
sUserID = objBasic.CurrentUserID
if IsMember(sUserID,"Admin","D") Then
'Enable the Account Manager field
lueAcctMgr.readonly = False
else
lueAcctMgr.readonly = True
end if 'HCDI
....
Function IsMember(ByVal sUser, ByVal sGroup, ByVal sGroupType) 'HCDI
'Routine to check if user is a member of a Department or Group borrowed from R. Stalhon
Dim objRS
If sGroupType = "T" Then sGroupType = "G"
Set objRS = CreateObject("ADODB.Recordset")
With objRS
Set .ActiveConnection = Application.GetNewConnection
.Open "select accessid from secrights where seccodeid = " & _
"(select seccodeid from seccode where (seccodedesc = '" & sGroup & "') " & _
"and (seccodetype = '" & sGroupType & "')) and (accessid = '" & sUser & "')"
If Not (.EOF Or .BOF) Then
IsMember = (.Fields(0).Value & "" = sUser)
Else
IsMember = False
End If
.Close
End With
Set objRS = Nothing
End Function
|
|
|
|
Re: Account Owner
Posted: 04 May 06 8:35 AM
|
otc asthma inhalers containing epinephrine over the counter asthma inhalers fiogf49gjkf0d Hi Dhany,
If your environment allows the folowing SHOULD hold true...
Person A with Manager M:
Person A is assigned to Manager M inside of the Admin tool. This will give M inherent rights to all of A's records. (A record is placed in SECRights table for all heirarchical managers when assigned)
Person B
Assign Read Only Profile to B for all of A's records. This could be by creating Team A and Team B or forced.
Carla
|
|
|
|
Re: Account Owner
Posted: 04 May 06 8:30 PM
|
fiogf49gjkf0d Ron,
If I'm reading correctly from your code, your approcah only disbales the Account Manager changes behaviour, while what I want to achieve is to disable all update operation based on Account Manager and Manager relationship.
But I'm thinking about using the IsMember function for a different scenario.
Thanks for the tip!
Regards,
Dhany |
|
|
|
Re: Account Owner
Posted: 04 May 06 8:33 PM
|
fiogf49gjkf0d Carla,
Yups. that's what I'm affraid of. In my situation, hat would mean I have to create Group as many as the Account Managers, which I think would be an administration nightmare. But I don't see any other option.
Tks for the insight.
Regards,
Dhany |
|
|
|
You can
subscribe to receive a daily forum digest in your
user profile. View the site code
of conduct for posting guidelines.
 Forum RSS Feed - Subscribe to the forum RSS feed to keep on top of the latest forum activity!
|
|
|
|
|
|
|
|