Lock Report by User

Introduction

For some reason, the company managers wish to let users to check and view the report by themselves. They cannot access other users data, eg. agent A cannot see agent B sales value. Therefore, we have come out this script to lock at the report according to the user rights.

Updates

Last Customisation Update : 07 Nov 2015

Criterias

Maintain User

[Tools | Maintain User...]

1. Advanced Lock in Maintain User.

Types	Field Name	Data Types	Length	Usage
STD	Code	String	20	User ID, eg. LEE
STD	Name	String	100	User Name
DIY-F	Agent_Lock	Boolean	False value: 0 True value: 1	To lock the agent parameter in report
DIY-F	Agent	String	10	Set an agent code to lock to this user
DIY-F	Location_Lock	Boolean	False value: 0 True value: 1	To lock the location parameter in report
DIY-F	Location	String	10	Set a location code to lock to this user

2. The above DIY fields are created at Tools | DIY | Maintain_DIY

Reporting

1. As long the report parameter has Project, Agent, Area, or Location, the reports able to lock based on user login. For instances:-

• Customer Aging (Agent, Area, Project)
• Sales/Purchase Document Listing (Agent, Area, Doc Project)
• Outstanding Sales/Purchase Document Listing (Agent, Area, Doc Project, Item Project, Location)
• Stock Card (Location)
• etc...

2. Insert and update the following DIY Script into Script tab (Report name - Param Form) in Tools | DIY | Maintain DIY

For instance, apply the below script into Sales Profit & Loss By Document - Param Form.

 uses SysUtils, Dialogs, Forms, ComObj, DBClient;
 
 var C, D : TWinControl;
     FComServer, lBizObj : Variant;
     lLock, lLock2 : Boolean;
     L, P : TStringList;
 
 function ComServer: Variant;
 begin
   if FComServer = Null then begin
      FComServer := CreateOleObject('SQLAcc.BizApp');
   end;
   Result := FComServer;
 end;
 
 procedure CheckLock;
 var cdsTemp : TClientDataset;
     lSQL : String;
 begin
   lLock := False; 
   lLock2 := False;
   FComServer := null;
   cdsTemp := TClientDataset.Create(nil);
   lSQL := Format('SELECT UDF_Location_Lock, UDF_Agent_Lock, UDF_Agent, UDF_Location FROM SY_USER WHERE Code=%s',[QuotedStr(UserID)]);
 
   try
     cdsTemp.Data := ComServer.DBManager.Execute(lSQL);
     if cdsTemp.RecordCount > 0 then begin
       lLock := cdsTemp.FindField('UDF_Location_Lock').Value = 1;
       L.Text := cdsTemp.FindField('UDF_Location').AsString;
       lLock2 := cdsTemp.FindField('UDF_Agent_Lock').Value = 1;
       P.Text := cdsTemp.FindField('UDF_Agent').AsString;
    end;  
 
   finally 
     cdsTemp.Free;
     FComServer := null;   
     end;
 end;
 
 begin
 
   C := Self.FindChildControl('edLocation_Panel') as TWinControl;
   D := Self.FindChildControl('edAgent_Panel') as TWinControl;
   L := TStringList.Create;    
   P := TStringList.Create;                                    
   
   CheckLock;
   try
     if C <> nil then C.Enabled := not lLock;
       if lLock then begin
       C := TWinControl(C).FindChildControl('edLocation_Edit') as TWinControl;      
       (C as TControl).SetTextBuf(L.CommaText);       
     end;   

     if D <> nil then D.Enabled := not lLock2;
       if lLock2 then begin
       D := TWinControl(D).FindChildControl('edAgent_Edit') as TWinControl;      
       (D as TControl).SetTextBuf(P.CommaText);       
     end; 
   
   finally 
     L.Free;
     P.Free; 
   end;              
 end.

See also

• Others Customisation