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Question

Add security so users can only create a Prospect Supplier

  • February 11, 2021
  • 2 replies
  • 178 views

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Would like to grant security to allow users to create a Supplier with a Category of Prospect.  I want to hide the category Supplier or not let them be able to select.

I would appreciate any thoughts on how to do this.

Apps10 UPD9

Thanks, 

Elaine

This topic has been closed for comments

2 replies

tobese
Hero (Employee)
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  • Hero (Employee)
  • 98 replies
  • February 12, 2021

I don’t think that is possible without a customization.


dhlelk
Superhero
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  • Superhero
  • 200 replies
  • February 13, 2021

Hi @Elaineebi,


I want to hide the category Supplier or not let them be able to select.

As @tobese mentioned, you would need to develop a customization to do this.


I want to hide the category Supplier or not let them be able to select.

However, you would be able to achieve this by creating a custom event.


Proposed solution,
1. Create a new User Group (Solution Manager\Security\Users\User Groups) and add the specific users whom you want to restrict creation of Suppliers with "Category:Supplier".
2. Create a new Custom Event and a new Custom Event Action of "Type:Execute Online SQL" and write the logic to validate the current user against the above created user group.


You might need to check the below article on how to convert the above link to your customer specific f1doc URL,


Cheers !
Dhananjaya.


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