Hey everyone, I’ve reach a bit of a hard stop when working on a project. I’ve created a new tab/sheet within Supplier Entry, custom dashboard, rating system, etc. Now I’ve been asked to hide or prevent the new tab/sheet from loading or being edited unless a user has been added to a specific security group. Not sure how to really begin with this request. I figured I’ve had to use the Form Event Wizard on Load, but un-sure from here. Any and all help would be greatly appreciated!
The out of the box option is to use field security to limit who can edit (or even see) the values in the fields.
Hiding the tab…I could do it based on a BaqView or Function, but I’d be unhappy about it. I dislike role-based layouts (aside from the home page, which absolutely should be tailored by role). It can cause confusion when one user is trying to train another over phone or chat, and the trainee simply doesn’t see the thing the first person is describing. It’s usually simpler to show the control, but tweak access to the underlying data. Then the user knows explicitly knows whether or not they’re allowed to see the field’s contents, let alone edit it.
YMMV.
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Maybe over simplifying this but could you not create two separate Menu Items. The first is the status quo with current assigned Security Groups. The second is the new screen with the added Security Group.
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I usually use the method suggested by @bruce6s - two separate menu items with different security groups assigned. Name them slightly differently to prevent confusion. For example, “Customer Entry” and “Customer Entry - Accounting”, where the 2nd one has the Billing tab.
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