Skip to Content
This question has been flagged
2 Replies
6115 Rodiniai
Portretas
ODF

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.

Portretas
Atmesti
Portretas
Ray Carnes
Best Answer

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.)

Portretas
Atmesti
Ray Carnes

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.

Portretas
Daniel Reis
Best Answer

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.

Portretas
Atmesti