Customization options for hiding a tab?

Yahoo Archive
1
Ken,

You can restrict access at the field level to prevent non-accounting users
from making changes, though they will be able to see the data.

Randy Weber
Epicor Consultant
randallweber.com

On Wed, Jun 16, 2010 at 5:46 PM, Ken Williams <
kwilliams@...> wrote:

>
>
> In customer entry, I'd like to hide or restrict access to the Billing tab
> from everyone but accounting. Options I can think of:
>
> 1. BPM on all fields in the billing tab
>
> a. That's not going to be fun
>
> 2. Separate customizations - one for accounting, one for everyone else
>
> a. Easier, but now I'm potentially maintaining two customizations
>
> 3. ??
>
> There's got to be an easy option 3. Something I've missed. Tell me it's so!
> :)
>
> Ken
>
> [Non-text portions of this message have been removed]
>
>
>



--
Randy Weber
weber.randy@...
(651) 263-1811

http://randallweber.com/


[Non-text portions of this message have been removed]
2
In customer entry, I'd like to hide or restrict access to the Billing tab from everyone but accounting. Options I can think of:


1. BPM on all fields in the billing tab

a. That's not going to be fun

2. Separate customizations - one for accounting, one for everyone else

a. Easier, but now I'm potentially maintaining two customizations

3. ??

There's got to be an easy option 3. Something I've missed. Tell me it's so! :)

Ken


[Non-text portions of this message have been removed]
3
Can't you just do field security on the table/columns? Fields would only
be visible/editable by those allowed individuals. All others would see
blank fields.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Ken Williams
Sent: Wednesday, June 16, 2010 6:46 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Customization options for hiding a tab?





In customer entry, I'd like to hide or restrict access to the Billing
tab from everyone but accounting. Options I can think of:

1. BPM on all fields in the billing tab

a. That's not going to be fun

2. Separate customizations - one for accounting, one for everyone else

a. Easier, but now I'm potentially maintaining two customizations

3. ??

There's got to be an easy option 3. Something I've missed. Tell me it's
so! :)

Ken

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
4
You can also do something like this in customization to hide the panel
on the form load, only not executing this line for specific people.

CType(csm.GetNativeControlReference("1f7d0bd6-772e-4620-a68f-b413195b857
5"),Epicor.Mfg.UI.App.SalesOrderEntry.BillToCustomerPanel).visible=false



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Sean McDaniel
Sent: Wednesday, June 16, 2010 7:12 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Customization options for hiding a tab?





Can't you just do field security on the table/columns? Fields would only
be visible/editable by those allowed individuals. All others would see
blank fields.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Ken Williams
Sent: Wednesday, June 16, 2010 6:46 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Customization options for hiding a tab?

In customer entry, I'd like to hide or restrict access to the Billing
tab from everyone but accounting. Options I can think of:

1. BPM on all fields in the billing tab

a. That's not going to be fun

2. Separate customizations - one for accounting, one for everyone else

a. Easier, but now I'm potentially maintaining two customizations

3. ??

There's got to be an easy option 3. Something I've missed. Tell me it's
so! :)

Ken

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
5
How about two menu items, one with a customization applied that sets
the tab's visible property to hidden, with appropriate security on each
menu item.

That's how I'd do it.

-bws

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Sean McDaniel
Sent: Wednesday, June 16, 2010 7:31 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Customization options for hiding a tab?

You can also do something like this in customization to hide the panel
on the form load, only not executing this line for specific people.

CType(csm.GetNativeControlReference("1f7d0bd6-772e-4620-a68f-b413195b857
5"),Epicor.Mfg.UI.App.SalesOrderEntry.BillToCustomerPanel).visible=false



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Sean McDaniel
Sent: Wednesday, June 16, 2010 7:12 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Customization options for hiding a tab?





Can't you just do field security on the table/columns? Fields would only
be visible/editable by those allowed individuals. All others would see
blank fields.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Ken Williams
Sent: Wednesday, June 16, 2010 6:46 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Customization options for hiding a tab?

In customer entry, I'd like to hide or restrict access to the Billing
tab from everyone but accounting. Options I can think of:

1. BPM on all fields in the billing tab

a. That's not going to be fun

2. Separate customizations - one for accounting, one for everyone else

a. Easier, but now I'm potentially maintaining two customizations

3. ??

There's got to be an easy option 3. Something I've missed. Tell me it's
so! :)

Ken

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]



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