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:10. Lets said you have created more than 1 form mode for same form (eg.'''invoice'''). Go to Sales | Invoice, you will get prompt the '''select browse mode''' to choose. See the screenshot below. | :10. Lets said you have created more than 1 form mode for same form (eg.'''invoice'''). Go to Sales | Invoice, you will get prompt the '''select browse mode''' to choose. See the screenshot below. | ||
::[[File:Tools-Form Mode-10.jpg |600px]] | ::[[File:Tools-Form Mode-10.jpg |600px]] | ||
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==How to lock the form mode by Agent== | |||
:1. Go to '''Tools | User Access Right Assignment...''' | |||
:2. Under the '''list of security''', click on '''form mode'''. | |||
:3. Select the user, eg. '''user code: LF''' (Lip Fong). | |||
:4. Tick to allow execute the '''form mode''', eg. tick on '''form mode: IV-LF'''. | |||
:5. Click '''Save'''. See the screenshot below. | |||
::[[File:Tools-Form Mode-11.jpg |600px]] | |||
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:6. Login the user as '''LF'''. | |||
:7. Go to Sales | Invoice... | |||
:8. User LF can see the invoices belong to his '''agent code: LF'''. | |||
::[[File:Tools-Form Mode-12.jpg |600px]] | |||
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Revision as of 06:48, 3 February 2016
Menu: Tools | Form Mode...
Introduction
- 1. It helps to filter the data based on the conditions defined.
- 2. It is very useful for those who DO NOT ALLOW certain users to access the documents.
- 3. For example, agent Lip Fong' can view and access the sales invoices belong to his agent code LF ONLY.
Maintain Form Mode : Filtered by Agent
- 1. Click on New.
- 2. Enter a Code, eg. IV-LF, IV-SF...
- 3. Select the Form to filter, eg. Invoice.
- 4. Click on Customize Filter. Click on press the button to add a new condition.
- 5. Choose a field to filter, eg. Agent (SL_IV.AGENT).
- 6. Change the filter operators, eg. equals.
- 7. Enter the agent code.
- 8. Filter Text will be display as: (SL_IV.AGENT = 'LF').
- 9. Other optional setting.
Options Explanation Allow Multiple Windows To allow duplicate Windows screen by click from the menu list. Force Filter Force filter. Split Browse & Detail Windows Enable to split the Windows when click on Browse and Detail button. Default Windows
* Browse
* DetailTo set the default mode.
- 10. Lets said you have created more than 1 form mode for same form (eg.invoice). Go to Sales | Invoice, you will get prompt the select browse mode to choose. See the screenshot below.
How to lock the form mode by Agent
- 1. Go to Tools | User Access Right Assignment...
- 2. Under the list of security, click on form mode.
- 3. Select the user, eg. user code: LF (Lip Fong).
- 4. Tick to allow execute the form mode, eg. tick on form mode: IV-LF.
- 5. Click Save. See the screenshot below.
- 6. Login the user as LF.
- 7. Go to Sales | Invoice...
- 8. User LF can see the invoices belong to his agent code: LF.
