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Tab Groups - Views By User Group

Last post 04-04-2016 1:38 PM by Method_Ben. 1 replies.
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  • 03-25-2016 9:27 PM

    Tab Groups - Views By User Group

    I'm testing out the new version of Method and trying to set up certain screen views based on users/groups like I do in Method Classic. How do I give my Sales group users one particular screen and my office admin a different screen in the new version of Method? The Classic tab groups, tabs and screen view permissions allowed this...I just don't know how to do the same thing in the new version with the Pack/App/Screens functionality.

    Blake C
  • 04-04-2016 1:38 PM In reply to

    Re: Tab Groups - Views By User Group

    Hi Blake,

    Unfortunately as of right now, there is no direct way to set up screen level permission to allow users access to certain apps or screens. This is something we are working on implementing in the future however!

    There are a few ways you could work around this in the meantime however. You could assign an action result OnScreenLoad which grabs the currently logged in User, and Show/Hide controls/fields on a screen based on this value. A bit of a hack solution I know, but it works. The downside of this would be that you would need to maintain a manual list of which users should be able to see which screens.

    Theres other ways to tackle this one, but this would probably be the easiest to implement (and with the least redundancy)

    Thanks Blake.


    Ben

    Ben Hargreaves
    Senior Support Specialist
    Method:CRM
    b.hargreaves@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
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