Method:Classic General Q&A

Re: Filtering dropdown menus

VARC_Annette — Mon, 07 Jan 2013 16:21:04 GMT

I found the place to filter the dropdown menu. I must have looked right at it a hundred times.

Problem solved

Thanks!

Re: Filtering dropdown menus

Method_Ashur — Wed, 02 Jan 2013 22:33:46 GMT

You would need to set the filter directly on the dropdown field so something like an OnScreenLoad event won't work.

- Ashur

Re: Filtering dropdown menus

VARC_Annette — Wed, 02 Jan 2013 21:08:14 GMT

Thank you - this will probably work for this scenario.

But, just in case for other times - is there a way to filter a dropdown similar to assigning a view on a screen load or something similar?

Re: Filtering dropdown menus

Method_Ashur — Wed, 02 Jan 2013 20:56:49 GMT

One way you can do this is by adding a new field to the Vendor table which lists the names of your Method Users. Edit the CRM_VendorList screen to assign each Vendor the appropriate user. Now you can edit your Purchase Order screen and add a filter which matches the Vendor's assigned Method User with the currently logged in User. This will be future proof so whenever more Vendors/User's are added, no extra customization will be needed.

- Ashur

Re: Filtering dropdown menus

VARC_Annette — Wed, 02 Jan 2013 19:23:30 GMT

For this client/user - they think these are the only ones he will need.

There is one other user (Admoin) who will have access to everything, but she will be working almost exclusively in QuickBooks at least for now.

As far as others in the future - now, it is a no, but you know how that changes!

Re: Filtering dropdown menus

Method_Ashur — Wed, 02 Jan 2013 18:29:36 GMT

Additionally are there other users who need access to specific vendors as well or will there be in the future?

- Ashur

Re: Filtering dropdown menus

Method_Ashur — Wed, 02 Jan 2013 18:27:06 GMT

Hi Annette,

Is this user only going to have access to these 8 vendors and not have access to the other current vendor, basically will this list be static or need to change over time?

- Ashur

Filtering dropdown menus

VARC_Annette — Wed, 02 Jan 2013 17:52:14 GMT

Hi all,

Can someone please point me in the right direction to filter a dropdown menu?
For example, I have a setup where a user only needs access to 8 vendors. On the Grid I have a custom filter to show only those 8.

This user also has access to create a PO, but only for those 8 specific vendors. That is where I have the problem - the dropdown for "Vendor" shows the entire list.

They don't even want him to see that there are other vendors or be able to create POs for any except his vendors.

Any suggestions?

Thank you,

Annette