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Add/Edit Views

Last post 05-21-2008, 2:43 PM by Mike Spragg. 3 replies.
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  •  05-21-2008, 9:48 AM 1194

    Add/Edit Views

    Hello,

    I would like to know if it is possible to change which form opens up when clicking on Add new record from a main form.

    I want one group to use one view and another group to use a different view. The groups of users can be identified by Department.

     

    Thanks!

  •  05-21-2008, 10:25 AM 1195 in reply to 1194

    Re: Add/Edit Views

    Hi, I really hope you are not referring to the Edit Account and Edit Contact screens - as these were removed in 6.2+ !!

    Can you explain a bit more - these are "just" views and, as such, you can get as creative as you want really (provided you can code of course!)

  •  05-21-2008, 12:33 PM 1196 in reply to 1195

    Re: Add/Edit Views

    Here is more detail:

    We are on 6.2 SP 3. We have a custom Account Detail view released to Everyone. This view has a data grid from which a user can right-click to add a new record (many table joined to account table). Right now the Add View form is released to everyone. I want to create a new Add View form which would only be released to a group of users. When those users right-click on the datagrid and choose Add, i want the new view to pop up instead.

  •  05-21-2008, 2:43 PM 1197 in reply to 1196

    Re: Add/Edit Views

    Well, this certainly sounds customised already. In which case, simply open that (or ask your BP to do this) and find out how that view is invoked. You can then write a piece of code that "obeys" your rules and invokes a different one based on department, rules etc.

    Regards
    Mike

     

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