Force users to Kinetic on items marked "User Choice"

[jdtrent (Joe D Trent)]

So, where can I set a system menu that is marked “User Choice” to run only the Kinetic form?

I can change the “Form To Use” field on custom menus, but not on system menus.

Epicor used to have a Kinetic Application Maintenance app to set this globally, but it disappeared along the way.

We’re wanting to change these in Pilot in stages as users are trained.

I know it’s a simple thing, surely.

Thanks,

Joe

[mbayley (Michael Bayley)]

I have no problem setting the form to use. Yours is disabled?

[GabeFranco (Gabriel Franco)]

Use the 3 dot menu to copy the menu to your current company first, then you can make changes.

Epicor won’t let you alter a system menu.

[jdtrent (Joe D Trent)]

Michael,

Yes, they’re read-only. But I have changed them on system menus before with an updatable dashboard.

Thanks,

Joe

[jdtrent (Joe D Trent)]

Thanks, Gabe.

There are a bunch of them, but we might have to do that.

Joe

[kananga (John K)]

@jdtrent

I have changed them on system menus before with an updatable dashboard.

I’d be really careful with that. Menus and securities have less backend data integrity control than most things. Footgun prevention is mostly handled at the client. Copy-to-company, then being very careful to only work on company copies, preserves the system copies if you need an easy way to unwind your work if/when you discover that things work in unexpected ways. Configuring the whole security ecosystem effectively requires using DMT or whatever, which do make it very easy to accidentally do undocumented things.

[mbayley (Michael Bayley)]

@GabeFranco

Epicor won’t let you alter a system menu.

I don’t know what you guys are saying, lol. The “Form to Use” field is editable for me and always has been. And no, I don’t have any cusomization in place. This is straight from demo.

[Randy (Randy Stulce)]

@mbayley

The “Form to Use” field is editable for me and always has been

Not for me:

[mbayley (Michael Bayley)]

I guess I’m special

I haven’t changed anything else except Form to Use, but it look like I can.

[Randy (Randy Stulce)]

You are the special one.

[Randy (Randy Stulce)]

You guys on prem? Wonder if it’s a SaaS thing…

[zachg (Zach Griffeth)]

@mbayley

I haven’t changed anything else except Form to Use, but it look like I can.

@Randy

Not for me:

Maybe the difference is prior setup? In new cloud environments, I see that the copy to current company feature is required to edit menus, but not on an upgraded database.

edit: also, maybe SaaS vs On-Prem.

[leonardpothier]

On-Prem here and I have the same edit ability as @mbayley without having to copy the menu.

[d_inman (David Inman)]

Do you have the “Kinetic Options” in the overflow menu? If so, you can use that to set the UI for that menu and all sub menus.

[mbayley (Michael Bayley)]

Yes, we are.

It looks like the GetRowMenuMaint endpoint returns CanModify = true for all menu items.

I dug into the stored procedure source for GetRows, and it looks like they’ve hardcoded it always to be true (for us at least).

[GabeFranco (Gabriel Franco)]

mumbles in SaaS