When a user goes into the Purchasing menu the system applies a filter but the user can remove it. Can I apply this as a mandatory filter to specific user.... meaning the user is not even aware of this filter.
Yes. Apply the filter in the Action that defines what happens when the menu is clicked.
2) Navigate to the menu you want to modify the filter for, for example top level
Purchases --> Purchase --> Quotations
3) From the debug menu, select Edit Action.
4) Modify the Domain Value.
(In this example, the filter is applied to the purchase.order model to show only those documents that are not open purchase orders. If you look at the filter for the next menu down, the Purchase Orders menu, you will see the OPPOSITE filter. Both menus provide access to the same documents, but with mutually exclusive filters.)
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|Asked: 10/1/13, 1:16 PM|
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|Last updated: 3/16/15, 8:10 AM|