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mandatory filter for a user

on 10/1/13, 1:16 PM 1,622 views

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.

Ray Carnes
On 10/1/13, 7:28 PM

Yes. Apply the filter in the Action that defines what happens when the menu is clicked.

1) Activate the Developer Mode

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.

image description

(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.)

Note this is not specific to a user. To add this part you would need to create a menu and and action that was only shown to this user, using security groups.

Bista Solutions US, Ray Carnes
on 10/1/13, 7:29 PM
Daniel Reis
On 10/1/13, 7:54 PM

My suggestion is to use a Record Rule: Record Rules allows you to define filters (domains, to be more precise) to happy to a Group.

This means that you need to create a custom Group, assign it to the user, and set record rule for that Group.

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Asked: 10/1/13, 1:16 PM
Seen: 1622 times
Last updated: 3/16/15, 8:10 AM