By using this website, you agree to our Terms of Use (click here)
Hi,
I have had this request a few times so I will ask here and see if anyone has any ideas.
Case: A company want's a user to be able to enter Journal Transactions, but only see their own transactions that they entered when they go to the Journal Transaction screen.
What I have tried:
- I copied the default Journal Transaction screen and created a new GI to view just their own entries. I granted that user access to that GI and blocked all other users. To the user, it looks exactly the same but they only see the transactions they created.
- I blocked that one user from the default Journal Transaction screen.
- I did this as I can create a filtered view of the default screen, but the "ALL" tab is still there and they could click it and see all the transactions
Issues: This user cannot create a transaction, due to the security on the default screen.
Possible options I am considering:
- Hide the "ALL" tab when you have a filtered view. Not sure how to accomplish this though. Via customization I am sure (which is fine)
- Add the user restriction in code for that screen. Again a customization.
Both customization options will be new for me but sure I can figure it out, but open to any pointers on where to start.
Anyways, just wondering if anyone had any other thoughts I may be overlooking?
Appreciate any ideas