Maintain Form Mode

From eStream Software
Revision as of 05:01, 3 February 2016 by Csloo (talk | contribs)

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

1. Click on New.
File:Tools-Form Mode-01.jpg


2. Enter a Code, eg. IV-LF, IV-SF...
File:Tools-Form Mode-02.jpg


3. Select the Form to filter, eg. Invoice.
File:Tools-Form Mode-03.jpg


4. Click on Customize Filter.
File:Tools-Form Mode-04.jpg


5. Click on press the button to add a new condition