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  |   

How do I manage the Edit menu and Deletion options for a new SalesLogix Entity?

Question:

I've created a new entity, lets say its called Invoice. So, I have an Invoice MainView, DetailsView, etc. I need to change the edit menu functionality for this entity. Deletion should be allowed only for certain users, and the system should display a confirm dialog prior to beginning the deletion routine.

I've been taking a look at global functions, but I'm not sure if this is the way to go or not.

How do I do this? Any tips or ideas will be highly appreciated.

Answer:

You can put a button on the SalesLogix detail form....only make it visible for certain users....

OR

Have a menu item that calls a deletion script with your confirmation script, etc. only release the menu item to certain users or teams.

Edits? We have a custom script that walks the Form's controls collection and sets buttons and TEXT to readonly or invisible.

What's This?
  
Bookmark and Share

About SalesLogix Support

   Your SalesLogix Business Partner for SalesLogix Support.


Related Content
   Problem Showing All Area, Category, and Issue Values in Infor CRM (Saleslogix) Mobile And How to Fix
There is an issue with the Infor CRM (Saleslogix) Mobile client where, if you have a large list of Area,
Posted on Apr 24, 2015 by Ryan Farley to Ryan Farley's Blog
 
   InforCRM 8.1 (formerly SalesLogix) SpeedSearch Repair
If the Speedsearch Server is returning an error "Unable to locate the SpeedSearch Directory" a
Posted on Apr 24, 2015 by Mark Duthoy to SalesLogix Support
 
   Determining User Rights in the Infor CRM (Formerly Saleslogix) LAN Client
I recently had a client ask how to get a query to tell which users have rights to add, edit, and delete v
Posted on Apr 03, 2015 by Kris Halsrud to Kris Halsrud's Blog
 
   How do I wrap text in Textboxes in Infor CRM (formerly Saleslogix)?
Recently an Infor CRM administrator contacted me in regards to many of their textboxes for Notes in the I
Posted on Apr 01, 2015 by Dale Richter to Infor CRM Questions & Answers
 
   InforCRM (formerly Saleslogix) Mobile - Clearing Out Earlier Customizations
If you started with an earlier version of SalesLogix Mobile, let's say version 7.5.4, and customized
Posted on Mar 30, 2015 by Mark Duthoy to SalesLogix Support
 
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