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| ==Introduction== | | ==Introduction== |
| :1. It helps to filter the data based on the conditions defined.
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| :2. It is very useful for those who '''DO NOT ALLOW''' certain users to access the documents.
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| :3. For example, agent '''Lip Fong''' can view and access the sales invoices belong to his agent code '''LF'' ONLY.
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| ==Maintain Form Mode (eg. Filtered by Agent)==
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| :1. Click on '''New'''.
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| ::[[File:Tools-Maintain Form Mode-01.jpg |600px]]
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| <br />
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| :2. Enter a '''Code''', eg. IV-LF, IV-SF...
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| ::[[File:Tools-Maintain Form Mode-02.jpg |600px]]
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| <br />
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| :3. Select the '''Form''' to filter, eg. Invoice.
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| ::[[File:Tools-Maintain Form Mode-03.jpg |600px]]
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| <br />
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| :4. Click on '''Customize Filter'''. Click on '''press the button to add a new condition'''.
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| ::[[File:Tools-Maintain Form Mode-04.jpg |600px]]
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| <br />
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| :5. Choose a field to filter, eg. Agent '''(SL_IV.AGENT)'''.
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| ::[[File:Tools-Maintain Form Mode-05.jpg |600px]]
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| <br />
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| :6. Change the filter operators, eg. equals.
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| ::[[File:Tools-Maintain Form Mode-06.jpg |600px]]
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| <br />
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| :7. Enter the '''agent code'''.
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| ::[[File:Tools-Maintain Form Mode-07.jpg |600px]]
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| <br />
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| :8. Filter Text will be display as: '''(SL_IV.AGENT = 'LF')'''.
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| ::[[File:Tools-Maintain Form Mode-08.jpg |600px]]
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| <br />
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| :9. Other '''optional''' setting.
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| ::[[File:Tools-Maintain Form Mode-09.jpg |600px]]
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| ::{| class="wikitable"
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| |-
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| ! Options !! Explanation
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| |-
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| | Allow Multiple Windows || To allow duplicate Windows screen by click from the menu list.
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| | Force Filter || Force filter.
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| | Split Browse & Detail Windows || Enable to split the Windows when click on Browse and Detail button.
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| | Default Windows <br /> * Browse<br />* Detail<br /> || style="vertical-align: top;" | To set the default mode.
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| |}
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| <br />
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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.
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| ::[[File:Tools-Maintain Form Mode-10.jpg |250px]]
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| <br />
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| ==How to lock the form mode by Agent== | | ==Account Inquiry== |
| :1. Go to '''Tools | User Access Right Assignment...'''
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| :2. Under the '''list of security''', click on '''form mode'''.
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| :3. Select the user, eg. '''user code: LF''' (Lip Fong).
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| :4. Tick to allow execute the '''form mode''', eg. tick on '''form mode: IV-LF'''.
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| :5. Click '''Save'''. See the screenshot below.
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| ::[[File:Tools-Maintain Form Mode-11.jpg |600px]]
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| <br />
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| :6. Login the user as '''LF'''.
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| :7. Go to Sales | Invoice...
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| :8. User LF can see the invoices belong to his '''agent code: LF'''.
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| ::[[File:Tools-Maintain Form Mode-12.jpg |700px]]
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| <br />
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| ==See also== | | ==See also== |
