Method:Classic General Q&A

Re: Locking Description and Price

Method_Loi — Fri, 11 Dec 2015 17:04:35 GMT

Hey Rob,

I'm not sure what dialog box you are referring to. Was it from the browser instead of Method? Can you try a different browser to see if you are able to move/delete the section? I am not able duplicate your issue and am able to move/delete grids/sections.

-- Loi

Re: Locking Description and Price

robert.cowart — Fri, 11 Dec 2015 14:25:57 GMT

Great tip Thanks.

Quick question, I created two new sections to house the separate grids but I got a dialog when I tried to move the new sections. After I told it not to display after every time I moved the section, or whatever it said, I cannot move or delete my new sections. I logged out and in again and my screen still has locked the sections.

How do get it back to where I can move or delete my sections??

Re: Locking Description and Price

Method_Loi — Thu, 10 Dec 2015 21:50:06 GMT

Hey Rob,

You cannot hide the grid it self but you can hide a seperate section with the grid in it. Just create a new section and then move the grid into that section and you will be able to hide it.

-- Loi

Re: Locking Description and Price

robert.cowart — Thu, 10 Dec 2015 20:40:59 GMT

This post was really great up until I tried to show/hide the two grids. Mortaza says to: "add a Show/Hide Field/Object Action hiding Stock EstimateLine Grid ". I could not find the selection in the Show/Hide Field/Object Action to select an entire grid to show or hide. I can only see the fields in the grid individually. Help!

Thanks!

Rob in VB

Re: Locking Description and Price

Method_Morty — Fri, 31 Jul 2015 14:39:43 GMT

Hi Daisy, and welcome to the Forums!

Some initial thoughts: if your Sales Reps are working throughout different transaction screens (Estimates,SalesOrders,Invoices...) these changes will need to be added to each and everyone of those screen they enter their orders into.

For this example let's use the Estimate screen, (these Actions will be the same throughout different transaction screens).

Customize the Estimate screen and then start by creating a copy of the EstimateLine Grid and heading over to the Advanced options for the fields you want to be Read Only.

We now have two EstimateLine Grids. The goal here is to check if the Current User should have access to the stock EstimateLine Grid or to the ReadOnly EstimateLine Grid.

To do that we can take a few different routes, what I did was add a field to Users table (IsReadOnly) which is a boolean field. I then set the Users who I want to be able to only view the ReadOnly Grid to TRUE.

The flow will now be to add the following Action Set to the OnScreenLoad:
> Check to see who Current User is

Add the result to an ActionResult (resultIsReadOnly)

> Condition statement: If Current User IsReadOnly=TRUE

> Now within the Conditional Statement add a Show/Hide Field/Object Action hiding Stock EstimateLine Grid and showing ReadOnly EstimateLine Grid copy you made

If you're new to customizing then you should also watch our Customization Webinars, in particular, the Introduction to the Customization Screen webinar will be helpful in this scenario.You may need to download and install the GoToMeeting video codec in order to watch some of the webinars. Hope this helps!

- Mortaza

Locking Description and Price

Daisy — Thu, 30 Jul 2015 20:53:40 GMT

This is my first forum question and I'm REALLLLY hoping someone can help me ASAP!!!

I am the account manager of Method in my office and I need to know how to lock the description and price of items. I do not want certain sales reps to be able to change the price and description of items when they are entering orders.

Help, please?