Question

How to restrict "all sales order records" screen

  • 16 August 2022
  • 4 replies
  • 99 views

Userlevel 1

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

 

 


4 replies

Userlevel 7
Badge +9

Hello @nadia02 ,

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.

 

Userlevel 5
Badge

@nadia02 I am not aware of a way to hide the All Records tab in a GI. If you want to restrict access across the board, edit the primary list GI as follows.

Add a Hidden Parameter

 

Add a Condition Referencing the Hidden Parameter

 

Result

Then implement the security @laura01 mentions above to secure the SO screen.

 

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
Badge

@nadia02 - You can look into a minor customization to display the Sales Order records based on you login username. 

Userlevel 7
Badge +3

 @nadia02 We also have this knowledgebase article which gives some direction to filter a GI based on the logged in user:

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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