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Chad, thank you so much for the details. I am still confuse about "Replace links to an existing screen", like said, if this new invoice screen is created for sales person only ( they can only read invoice, cannot edit and print save,,) so I need to choose it right , that's mean any new invoice come in or change , they will see ...

Can someone help ? Thank you !

Hello, I want to create/ add a new invoice screen/view to limite the user  (1) on step 3 which one do I need to choose ? and what's the different if I choose other options? (2) also how do I limit the invoice access by "sale rep" , for example: Tom as a sale person, login as Tom, and he can only read the invoice which rep ...