Hi Experts,
One customer has a requirement to restrict a person such that he could see only 3 Place IDs in ‘Place’ screen & the same to be visible in Place lookup in ‘Request’ Screen. Are there any suggestions to configure this behavior?
My initial focus was on Access groups & Lookup XML in UI designer. But, I doubt the exact behavior could be achieved. Your inputs with regard to this is highly valued.
Many thanks!
Restricting Access to some Place IDs
Hi
There are many ways to achieve this.
I would do the following (assumed WebClient is used):
Request Screen
- Create a new screen. Duplicate the existing screen.
- Configure the lookup to retrieve only those required ID’s
Use the search criteria for that.
Locked=Y, so user cannot change the lookup search option.
Place Screen
- Create a new screen. Duplicate the existing screen.
- Configure the filter to show only the relevant records.
- Disable search and filter capabilities, so user cannot change or search more/other records
Assign the new created screens to the person role.
Cheers!
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