If it’s specific to vendors or branches, you could look at row level security by those categories as that should restrict the ability to view the documents. However, if you want to restrict it so that it’s only documents where the Created By field = Logged in User, I think you’d need to look at customization.
@meganfriesen37 Yeah, it doesn’t look like search bar can be revoked or restricted. Probably will need to pursue a universal customization rather than filling individual loopholes like this one. Thanks for input.
I believe there are four loopholes (maybe more that I don’t know)
- Search as you mentioned.
- GI
- First, Previous, Next, and Last buttons
- Placing key fields in URL
while back I hade to write some custom codes for a client on AP Bills so when user attempts accessing unauthorized records based on some rules gets directed to default screen 00000000. I hope Acumatica address these loopholes at platform level.
@aaghaei Yes, 2 and 3 can be solved by adding GI conditions and changing access rights, respectively. To hide the records universally and address 1 and 4 requires customization. I was just hoping there was some way to restrict the search bar specifically, without customization. But appears not. Agreed, hopefully they add options for access based on CreatedBy, Owner, and Workgroup.
There is no out of box option to limit access to the quick search on a GI for users.