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Questions Restricting Project Pick list by Branch

 
Acumatica Generic Inquiries & Pivot Tables
Last Post by Mark Kennedy 3 years ago
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Mark Kennedy
Posts: 1
 Mark Kennedy
Topic starter
April 12, 2023 12:08 pm
(@mkennedy)
New Member
Joined: 4 years ago

We are in the process of restricting access to our various branches.  So they are unable to see each other's items. 

The first issue we found was the PM-Projects GI wasn't restricting by branch.  We were able to solve that issue by modifying the GI to pull the logged-in branch id from GLHistoryEnqFilter.BranchID and filtering the PM-Project GI where PM.Project.DefaultBranchID = GLHistoryEnqFilter.BranchID.

The second issue is filtering the Project ID picker.  We can't seem to find a way to accomplish this. Does anybody have any ideas about how to filter this list?  I don't know enough about Acumatica to know where this list lives or is generated from.

Screenshot 2023 04 12 at 9.43.38 AM

 Thank you in advance!


Tim Rodman reacted
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