Hi All,
I just want to ask regarding how to restrict the visibility of all sales order records and only show my sales order records?
Please refer to the screenshot below.
Regards,
Nadia
Userlevel 7
+11
Hello
We can restrict Sales Orders to those entered by a certain user by adjusting the Sales Order list to show only your Sales Orders, and changing permissions to make the order number and < > navigation buttons inside the sales order screen to be View Only.
Here is a recent post where someone asked the same question about Purchase Orders.
Then implement the security
If you have a group of users that should be able to see all sales orders, that can be accomplished as well within the primary list GI.
Userlevel 4
+1
Userlevel 7
+4
The article itself is supposed to be direction after updating to 2020 R2 and the @me condition not working quite the same way, but it gives insight into re-configuring the conditions and it should work for this situation.
It’s not that you are hiding the All Records tab, you are adding a condition to the GI to filter based on the current user = the CreatedByUser or the Owner of the document.
Have you already tried this?
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