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  |   

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
   Delivering Data & Schema in SalesLogix Bundles
If you've had any exposure to SalesLogix, you'll have used a bundle. Bundles are great, but when
Posted on Apr 24, 2014 by Ryan Farley to Ryan Farley's Blog
 
   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
 
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