Saturday, July 6, 2019

Steps to Remove the Ability to Create Contact Records on Customer Records

To create a Customer form where the user does not have the ability to create new Contacts for the Customer, but can see the Contacts associated with the Customer and has the permission to create Contact records, requires the creation of a new Contact sublist.

I. Remove standard sublist:

  1. Navigate to Customization > FormsEntry Forms > Edit the preferred Customer form. 
  2. On the Lists subtab > Relationships sublist un-check Contacts so that it will not show.
  3. Click Save.

II. Create a new Contact sublist:

  1. Create a new Saved Search (Navigate to Reports > Saved Searches > All Saved Searches > New).
  2. Select Contact as the search type.
  3. Give the search a name and make sure it is checked as true for Available as Sublist View.
  4. Leave the Criteria subtab blank.
  5. Include on the Results tab any fields to be visible in the sublist.
  6. On the Available Filters subtab include the filter Company.
  7. Click Save.
  8. Navigate to Customization > FormsSublists.
  9. On the Entity subtab select the search created in steps 4-10 and give it a label.
  10. Check Customer to Yes and optionally select the Relationship tab.
  11. Click Save.

III. Remove Contacts from the Create New list (optional):

  1. Navigate to Lists > Relationships > Customers > select any client to view.
  2. Place the mouse over the green Create New button.
  3. Click on the last item in the list: Personalize.
  4. Un-check Contact in the list.
  5. Click Save.

Any user who views a Customer record using this form is able to see a sublist of Contacts, but is unable to create new Contact or attach an existing one from the Customer record.

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