Difference between revisions of "Limit Access to Business Partners using Logged-in User"
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| − | The goal here is to ensure that when | + | The goal here is to ensure that when a certain role (in our case:outside sales representatives) log into the system, they can only see their own Business Partners (in our case: defined by the Sales Representative Field on the Customer tab of the Business Partner). Users logged into the system with a different Role should see all customers. |
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*Log into System as SuperUser | *Log into System as SuperUser | ||
| − | **Open Window Tab and Field and search for the window: Business Partner | + | **Open ''Window Tab and Field'' and search for the window: ''Business Partner'' |
| − | **Click on tab | + | **Click on ''tab'' |
| − | **Choose Business Partner | + | **Choose ''Business Partner'' |
| − | ** Put the following in SQL WHERE clause: | + | ** Put the following in ''SQL WHERE'' clause: |
C_BPartner.SalesRep_ID = @#AD_User_ID@ OR @#AD_Role_ID@ != '1000009' | C_BPartner.SalesRep_ID = @#AD_User_ID@ OR @#AD_Role_ID@ != '1000009' | ||
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| + | Role: "Outside Sales Rep"= (AD_Role_ID=1000009) | ||
If you now log in as someone using Outside Sales Rep role, you should only have access to business partners with that users name on the customer tab. | If you now log in as someone using Outside Sales Rep role, you should only have access to business partners with that users name on the customer tab. | ||
Revision as of 17:35, 28 October 2009
The goal here is to ensure that when a certain role (in our case:outside sales representatives) log into the system, they can only see their own Business Partners (in our case: defined by the Sales Representative Field on the Customer tab of the Business Partner). Users logged into the system with a different Role should see all customers.
- Log into System as SuperUser
- Open Window Tab and Field and search for the window: Business Partner
- Click on tab
- Choose Business Partner
- Put the following in SQL WHERE clause:
C_BPartner.SalesRep_ID = @#AD_User_ID@ OR @#AD_Role_ID@ != '1000009'
Role: "Outside Sales Rep"= (AD_Role_ID=1000009)
If you now log in as someone using Outside Sales Rep role, you should only have access to business partners with that users name on the customer tab.
Problems:
- This seems to break Searches: Search queries that should result in 0 results still show all Customers belonging to the Sales Rep.
- Max records queries still warns you of too many results even when you won't see all of them because of the sql WHERE clause
