Method:Classic General Q&A

Re: Limit users to not edit other user's leads and customers

Method_Justin — Tue, 17 Jun 2014 21:11:43 GMT

Sorry about the confusion asyed, I believe I've found a solution for you.

What you'll want to do is (from within the screen designer for your custom screen), click "Edit" on the grid, then click Next to go to Step 2 of 9. You're going to want to Insert a new Column so pick the SalesRep field from the dropdown and click Insert Column.

Next, click on Actions to the right of the top field (it should have Caption "Go To..."). From here, add a "Start Conditional Statement" Action by picking it from the dropdown (it's under ".: ADVANCED :.") and clicking the Add Action button. You're going to want to have "Value From Screen | Contacts:SalesRep" = "Value From Session | User- Sales Rep Initial" in the action properties. Click Save & Close and move this new action to the top of the Action List, then add an "End Conditional Statement" action at the end of the list.

This will allow users to edit customers that are their own, however it will not provide any feedback to the user if they click "Go To..." for someone else's customer. You could add another conditional statement at the end of the action list that says if it's not the user's customer then pop up a message with appropriate feedback.

If you're looking to do a fair bit of customization, you might want to consider a dedicated consultant. They're experts on the subject and can take a lot of the headache out of getting Method to function just the way you want it to.

Hope this helps.

- Justin

Re: Limit users to not edit other user's leads and customers

asyed — Tue, 17 Jun 2014 19:29:24 GMT

Then they won't be able to edit their own lead or customer..

Re: Limit users to not edit other user's leads and customers

Method_Justin — Tue, 17 Jun 2014 19:24:42 GMT

I was just using the Edit Customer screen as an example. Which records are you trying to limit your users from editing? You can accomplish this by following the above steps, but for the screen associated with the table you want to limit access to.

Even if you are talking about customers, the Edit Customer and New Customer screens are separate, so you could give them access to the original New Customer screen while making sure that they can only see the modified Edit Customer screen... this way they can add new customers but not edit existing ones.

The simplest way to remove editing capabilities though, is to remove the "Go To..." or "Select" column from the grid. That way they can never get to the Edit screen. Just make sure that the grid is set to display all the information that they need to see.

Hope this helps.

- Justin

Re: Limit users to not edit other user's leads and customers

asyed — Tue, 17 Jun 2014 19:05:46 GMT

But then that user will not be able to add his own lead or customer then right?

Re: Limit users to not edit other user's leads and customers

Method_Justin — Tue, 17 Jun 2014 18:56:03 GMT

Hi asyed,

It sounds like what you're trying to do could be accomplished by creating a custom screen by copying the screen you want to make non-editable (for example, a custom copy of the Edit Customer screen), and setting all the fields as read-only. Then add that custom screen in place of the stock Edit Customer screen. You would want to put the original Edit Customer screen under a different tab so that you and anyone else who needs access to it can be given that.

Easier than that, I would recommend you give those users access to a screen with a non-editable grid that has the "Go To..." column disabled, but all the fields that they need to see set as visible.

Hope this helps.

- Justin

Limit users to not edit other user's leads and customers

asyed — Tue, 17 Jun 2014 14:57:13 GMT

I'm having a hard time setting up a user to view others records but not allow them to edit it.