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how to disable the export to excel button on the customer generic list?

  • November 11, 2021
  • 6 replies
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Freshman I
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Hello everyone,

 

with the rising trend on data privacy, how can I disable the ‘export to excel’ button on the customer generic list for most users? Thank you.

 

Kind regards,

mrivera67

Best answer by Naveen Boga

Hi @mrivera67  I just worked on the Sales Orders screen, Document Details grid, I can able to disable the export excel button using below code.

Action Name: ExportExcel

 

   <px:PXToolBarButton Text="" CommandSourceID="ds" CommandName="ExportExcel" Enabled="false" />

 

 

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6 replies

Naveen Boga
Captain II
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  • Naveen Boga
  • Captain II
  • Answer
  • November 11, 2021

Hi @mrivera67  I just worked on the Sales Orders screen, Document Details grid, I can able to disable the export excel button using below code.

Action Name: ExportExcel

 

   <px:PXToolBarButton Text="" CommandSourceID="ds" CommandName="ExportExcel" Enabled="false" />

 

 

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Naveen B - Acumatica MVP 🏆 | Acumatica Developer 🚀 ⏩ https://www.linkedin.com/in/naveenb-acumatica-mvp/
    Vinay Koppula
    Semi-Pro II
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    @mrivera67 You can set the access rights using the  Access rights by role or Access rights by user to disable the export option. 
    Below is the reference to set the access rights by role. 

     

     

    Happy Coding!

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    Vinay Koppula
      Freshman I
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      • mrivera67
      • Author
      • Freshman I
      • December 1, 2021

      @Naveen B , where do I exactly put the code you shared?

       

      Thank you!

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      Naveen Boga
      Captain II
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      Hi @mrivera67  I have disabled the Export Excel button in Sales Order screen → Document Details tab.

       

      Can you please let me know, in which screen do you want to disable this Export Excel button? 

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      Naveen B - Acumatica MVP 🏆 | Acumatica Developer 🚀 ⏩ https://www.linkedin.com/in/naveenb-acumatica-mvp/
      Freshman I
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      • mrivera67
      • Author
      • Freshman I
      • November 12, 2022

      Why is this still not working on my instance? I am running 2021 r2.

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      Yasas Withanage
      Acumatica Employee
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      @mrivera67 

      You can try to revoke the access to export option in the GI.

      Navigate to the access rights screen and then navigate according to the below path.

      Receivables > Customers > Customer > Export (BAccount$ExportExcel) and select view only.

       

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