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#AcumaticaTnT Restrict Export to Excel

 
Acumatica Generic Inquiries & Pivot Tables
Last Post by Tim Rodman 5 years ago
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Tim Rodman
Posts: 3204
 Tim Rodman
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December 12, 2018 11:16 am
(@timrodman)
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Joined: 10 years ago

A Generic Inquiry in Acumatica might contain sensitive information, like a customer list.

So you might want to restrict someone's ability to export a Generic Inquiry to Excel.

There is a way to do this, but it's on a per Generic Inquiry basis.

Let's take this Generic Inquiry for example. Notice that I have the ability to export to Excel.

 

If I want to remove that permission, then I can go to the Access Rights by Role (SM201025) screen, find the Generic Inquiry on the Site Map menu, drill into the Generic Inquiry to the Generic Inquiry Result area, and set Access Rights on Export to Revoked like this:

 

Once I do that, I no longer have the ability to export to Excel. The icon is still there, but it's disabled:


patrick.schlenker reacted
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patrick.schlenker
Posts: 1
 patrick.schlenker
April 9, 2021 2:04 am
(@patrick-schlenker)
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Joined: 5 years ago

Thanks Tim for this helpful post. 

Additional Information: If you want to deny the Excel Export for Primary Lists (f.e. customers (AR3030PL)), you have to configure the Access rights of the entry screen (in our example AR303000). 

image

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Tim Rodman
 Tim Rodman
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(@timrodman)
Joined: 10 years ago

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Posts: 3204
April 13, 2021 1:10 am
Reply topatrick.schlenkerpatrick.schlenker

@patrick-schlenker Thanks for pointing that out!


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