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Restrict Users from viewing documents created by other users

  • June 18, 2025
  • 2 replies
  • 77 views

frankneo
Freshman II
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Currently, there is no way to restrict documents created by users to view only their documents.  For example, Purchase Orders created by User A using PO Clerk Role.  There is no way in the system currently to restrict User A to only view the Purchase Orders created by User A.

I can create a GI with a condition created by = @me and use this as a default.  Then, update the Access rights for PO screen and revoked the buttons “first”, “next”, “Prev” and “Last”.  Update the OrderNbr to “View only”.  

This works but in the Global/Universal Search, the user can enter a PO number and this will show up in the search and click on it.  I have yet to find anyway to restrict this search.

This should be an easy thing, i.e. restricting a document to the created users only.

Any ideas how to restrict the Global/Universal search?  I.e. turn off search for PO numbers in the Search.

 

Cheers

Frank 

Best answer by Robert Sternberg

Hi you would need to write a customization project to remove the special attribute called PXSearchable that contains information about which fields are searchable from the Purchase Order fields, after that you would need to run Rebuild Full-Text Entity Index. 

 

Hope this helps

Robert

2 replies

Robert Sternberg
Captain II
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Hi you would need to write a customization project to remove the special attribute called PXSearchable that contains information about which fields are searchable from the Purchase Order fields, after that you would need to run Rebuild Full-Text Entity Index. 

 

Hope this helps

Robert


frankneo
Freshman II
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  • Author
  • Freshman II
  • June 18, 2025

Thank you. This is a pretty common requirement but seems lacking in Acumatica.