Login / Register  search  syndication  about

          SalesLogix Questions & Answers

Your place to get answers to your SalesLogix related questions.

 Home  |   Subscribe via RSS  |   Subscribe via E-mail  |   

We are creating SalesLogix field level security for my sales agents and, of course, don't have access to these tables. Is there a way to add this in after the fact? Do these have to be rebuilt from scratch? Is there any simple solution for this one?

Question:

We are  creating SalesLogix field level security for my sales agents and, of course, don't have access to these tables. Is there a way to add this in after the fact? Do these have to be rebuilt from scratch? Is there any simple solution for this one?


Answer:

If all you need is read-only for a certain group....

here's what I'd do:

1) Add a tag value to all the fields you want to make readonly. Like 2 or 3

2) On Form Change or Open ... Capture the username and determine if they are in a group that access full or readonly access.

3) If they have full access do nothing

4) If they are suppose to have readonly access use a For Each Loop using the Form.Controls collection and if the tag property = 2 then set it to readonly=True

5) Using this method you could do this on a number of different forms by copying and pasting your code or putting it into an include script.

What's This?
  
Bookmark and Share

About SalesLogix Support

   Your SalesLogix Business Partner for SalesLogix Support.


Related Content
   Mobile 3.0.3 for Saleslogix v7.5.4, v8.0.0 & v8.1.0 is now available!
Saleslogix Mobile v3.0.3 is now available in the customer portals. This update addresses all issues int
Posted on Apr 14, 2014 by Scott Weber to SalesLogix Product Blog
 
   Editing Filters in Saleslogix Web Client 8.0
Is it possible to add or remove Saleslogix filters from the List view in Accounts?
Posted on Apr 08, 2014 by SalesLogix Support to SalesLogix Questions & Answers
 
   Creating a Unique Saleslogix table ID in a SQL Function
A couple of months ago Ryan Farley wrote an article about how to use a SQL stored procedure to create a S
Posted on Mar 25, 2014 by Kris Halsrud to Kris Halsrud's Blog
 
   Saleslogix Integration with Google - WOW!
Saleslogix will be releasing their Google Integration this month and from what I have seen, it is fantast
Posted on Mar 18, 2014 by Scott Weber to SalesLogix Product Blog
 
   Global Joins in the Saleslogix Web Client
Question: How can I make a Global Join stick in the Saleslogix Web Client? Currently, when I create a
Posted on Mar 07, 2014 by SalesLogix Support to SalesLogix Questions & Answers
 
Comments

No Comments
All contents Copyright © 2014 Customer FX Corporation
Customer FX Corporation
2324 University Avenue West, Suite 115
Saint Paul, Minnesota 55114
Tel: 800.728.5783

  Follow @CustomerFX on twitter
Follow the best news, tips, and articles
  Subscribe to Customer FX on youtube
Watch SalesLogix tutorial videos from Customer FX
Login / Register