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Control Visibility

Last post 02-26-2009, 9:07 AM by Alex. 3 replies.
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  •  02-26-2009, 6:43 AM 1733

    Control Visibility

    Hi,

    I need a piece of advice please. I need to add a text edit control on Opportunity Detail. The control should only be seen by a selection of users. What is the best way to achieve this?

    We don't use teams, and basically all the users have access to the whole database. 

    Writing a small script to set up the visibility of the control depending on who's the user? I guess this will work, but if the users in question move we'll have to update the script with the new User IDs... sounds a bit "messy"!..unless I'm missing something?

    If you could give me an advice that would be greatly appreciated. Thank you for your time!

     Alex

    I'm on Saleslogix 7.0.1 Lan

     

  •  02-26-2009, 8:35 AM 1734 in reply to 1733

    Re: Control Visibility

    Good Morning Alex,

     You could save that as a totally different Opportunity Detail screen, like Opportunity Detail I, then you could assign that screen to each user that needs it, in the user setup, Function Security Tab.

     

    I hope this helps.

    Dale Richter

  •  02-26-2009, 9:05 AM 1735 in reply to 1734

    Re: Control Visibility

    Alex,

    Dale's suggestion would work for you, although you'd be trading having update userids in a script with having to manage alternate versions of a view for what sounds like a single field, which may be overkill for what you are trying to do. Personally, I think the use of a script would be your cleanest option. Ultimately, if you went that route but wanted to avoid updating that script every time users move, you would have to have some sort of information specific to a user that you would have to query to determine if that contact should have access to that field.

    You mention that you don't use teams, however you could use departments or really any userinfo fields to make that determination. There are a number of unused fields under the "Custom" tab of a user profile which could be used to hold a value determining if that user should be able to see your custom Opportunity field. If, for example, you used the Text 1 field on that custom tab, you would just need to query the USERTEXT1 field in the Userprofile table where UserID = CurrentUserID whenever navigating to a new opportunity record.

    Jason

  •  02-26-2009, 9:07 AM 1736 in reply to 1734

    Re: Control Visibility

    Edit of my message

    Hello Dale and Jason

     Thanks for the help. Jason your idea sounds very good, I'm going to follow your advice i think. I never think of this cutom tab.

    All the fields in here are completely empty in my database. Thank you.

    Regards,

    Alex

     

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