Login / Register  search  syndication  about

          Infor CRM 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
   Can I Bind an Attachment to a Specific Activity in Infor CRM version 7.54?
Recently I had a user ask if they could bind an attachment to a specific Activity within Infor CRM??
Posted on Jul 07, 2015 by Dale Richter to Infor CRM Questions & Answers
 
   Infor CRM (formerly SalesLogix) Administrator Locked Out
I thought I had seen all the issues affecting the datalink but this was a new one. We could not login t
Posted on Jun 18, 2015 by Mark Duthoy to SalesLogix Support
 
   How I assign ownership to a group of Leads in Infor CRM?
There is a tool within Infor CRM to align Accounts to different Account Owners. It is called Territory Re
Posted on Jun 05, 2015 by Dale Richter to Infor CRM Questions & Answers
 
   How do I remove users from my Infor CRM system (formerly SalesLogix)?
I had an Administrator ask me for the steps they needed to take in order to remove a user from the Infor
Posted on May 08, 2015 by Dale Richter to Infor CRM Questions & Answers
 
   Infor CRM (Formerly Saleslogix) v8.1 update 03 and 05- Uncaught Error Scheduling Contact Processes
 In the Infor CRM (formerly Saleslogix) web client, under the Contact area you have the ability to s
Posted on May 07, 2015 by Kris Halsrud to Kris Halsrud's Blog
 
Comments

No Comments
All contents Copyright © 2015 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