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Question

Access to Case Classes


dcomerford
Captain I
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Been asked for this a few times the ability to control which Case Classes a user can select when creating/editing a Case and also prevent them from seeing Cases with the Case Classes they cannot use. (can be done in a GI but the Go to Next/Previous record bypasses this).

Can be done by a customisation.

4 replies

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Yes this can be done by customization.
Can you show how you tried to do this in Generic Inquiry?
If you’ll provide your Generic Inquiry or screenshots will get you more detailed answer.  


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2621 replies
  • December 24, 2024

Hi ​@dcomerford were you able to find a solution? Thank you!


KushaniPerera88
Acumatica Employee
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Admin users can control the Case Classes a user can select when creating or editing a Case by configuring user profiles and permissions in the system, ensuring that users only see and select case classes they have permission to use. This would need some testing to see if it matches the requirement. 

Help articles
Configuring User Roles
Managing User Access

Also to prevent users from using case classes we can also use the internal checkbox in the case classes which will hide the case classes.

 


darylbowman
Captain II
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@KushaniPerera88 - Are you suggesting that you can restrict a certain user from seeing and selecting one particular Case Class using the methods above? Because if so, I’d like to see that.


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