The S130 says "The All Records tab shows all records without any filter applied. Once any filter is available for the form (whether it is created by the user or shared with the user), this tab appears automatically as the first tab."
How can I remove the All Records tab for a specific user/role?
The other ones are hide-able via making it "not shared."
Totally agree with #Mick: you cannot hide the All Records tab.
To Limit access to records in the All Records tab, you should define additional conditions for the generic inquiry screen, not data entry form:
As mentioned here: How do you limit the Leads viewable to an owner, role, or workgroup? - to limit access to records in the data entry form, you should:
either create a custom data entry screen with filter conditions for primary view and Lead ID selector identical to those defined for the associated inquiry or customize
or customize primary view and Lead ID selector in the LeadMaint BLC extension to match conditions defined for the associated inquiry
Actually, the All Records tab shows the unfiltered data of the form. If you restrict access to this tab, you won't access the form and any of its tabs at all. But if that's what you need, you can manage access to any screens on the Access Rights by Screen form (SM201020).
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I have two different templates, each template has one document.
In each document I have dragged and dropped text field and gave it same data label of "Email".
When I type a value in one field I want it to be duplicated to another textfield which is in another template. I'm not sending the data via API, just using docusign portal.
To see same value coming on multiple documents in the same envelope with same Data Label, then please check if below settings are enabled in your Account.
Go To Admin
Select Sending Settings from left hand side navigation
In Section Automatically replicate information in fields with the
same Data Label, select radio button on all documents in an envelope
After opening record from the GI, I am still able to page to the next record that is not within the GI's scope. How can I limit this to a specific workgroup, role, or owner?
The row-level access screens do not have anything for CRM there, owners nor workgroups seems to limit who can see what... there must be a way to limit the leads viewable for a salesperson... how is this done?
With the Entry Point tab from the Generic Inquiry screen, you can match the selected inquiry to a data entry form. Once you have replaced the data entry form with this inquiry, when you try to click the name of the entry form in the navigation pane, you are redirected to the inquiry. If you select a record in the list, the data entry form opens and displays the details of the selected record. Also, if you create a new record from the inquiry, the entry form opens.
There is no mechanism to automatically match behavior of a data entry form with the associated inquiry. When you select a record in the inquiry list, the associated data entry form opens. The opened entry form is not aware of filter conditions set up for the inquiry. To limit access to records in the data entry form, you should create a custom data entry screen with filter conditions for primary view and Lead ID selector identical to those defined for the associated inquiry.
We have created a custom form for certain inventory items in Netsuite. When we want to go back and edit that inventory item, it automatically goes back to our default custom form. We manually have to change the form back to what we want to use each time we edit these types of items.
Is there a way to have it so when these specific items are opened to edit that it will always go to the custom form that we originally created it on?
No need to create a workflow/script. You just need to set the custom form to "Store Form with Record".
Customize the form and checked the option that says "Store Form with Record".
Every time you create an Item Record select the form and fill in the necessary information and save it. After saving it the form will be automatically saved with the record and it will be used every time you edit and view the record.
Definition of "Store Form with Record"
Check this box to store this custom form with each record entered with this form.
This ensures that your records are viewed and edited with this form regardless of who is viewing or editing the record.
Options:
1. Add the custom form to the menu and choose that menu item when editing those types of inventory items.
Write a workflow (SuiteFlow) that opens the correct form based on the inventory item type.
Write SuiteScript that will open the correct form based on the inventory item type.
I created a webpage containing various promoted link tiles. This page is my default page (when the user logons he/she is redirectedto this page). Based upon the group to which the user belongs I want to show some specific promoted link tiles and hide the rest of the promoted link tiles.
For example, my webpage contains 4 Promoted Link tiles.
For a normal user I want to show only 2 Promoted Link tiles and hide the rest of the tiles.
Whereas for admin I want to show all the Promoted Link tiles.
Or I thought of having different pages for different groups, but I couldn't find any setting in SharePoint 2013 to have different default pages for different groups.
I'm using both of the solutions listed above on the same site to meet different needs.
I have one Promoted Links list that provides 'activity' links for a number of different user types. In order to keep the user experience simple for users I'm setting permissions on individual items in the Promoted Links list to hide specific tiles/links from groups that don't need to see them.
On the list, you need to break permissions with the site, then change the permissions on the specific tiles you're 'hiding'.
I'm using SharePoint security groups to set permissions.
I'm using a second list to provide additional links on the page, but want to hide some of the links - sort of an active/inactive thing. Rather than adding a new field (which I haven't tested yet) I'm using the Order field as a filter. For example: If Order is less than 100, show them.
You can create the new view either in the browser (the 'Standard View' template will give you a tile view - surprisingly) or use the solution above for adding a view using SharePoint Designer. Either method will allow you to set a filter, sort, etc.
Alternatively, if you want to create another list type view, you can create a new view and use 'All Promoted Links' as a starting point.
You can create different views for different users using SharePoint Designer.
Below are the step by step guides.
Click on any blank region of the Promoted Links. This will show the ribbon for that Promoted Link.
Click List tab on the ribbon.
Click Create View.
Click Custom View in SharePoint Designer
Allow it to open in SharePoint Designer.
Give a name for your view, e.g. Test and click OK. By default, SharePoint designer takes Tiles view.
Close SharePoint designer and go back to your Promoted Links in browser.
Click the List Tab on ribbon.
Select the view you just created from the dropdown menu.
Click Modify View.
You can hide or display any link by giving a suitable condition for filter.
Actually the above thing is not possible in SharePoint.
For every user there will we same page in SharePoint but depending upon the group to which a user belongs we can hide and show a promoted links.
First create some groups and assign user to a particular groups and than change the permission of promoted groups to show/hide that particular group.
I am trying to create a new Lotus Notes Database (classic, not using XPages) using the Domino designer which will be used to manage customers and orders.
As orders belong to customers, I implemented orders as responses to customers (this seems to be the only way to create a hierarchy).
Now, the form representing the customer should contain a view displaying all the orders which belong to the customer.
However, I don't know how to implement this view:
First, every embedded view based on a formula (I tried SELECT (Form = "Order")) creates an error message: "Unable to launch at this time".
Second, I have absolutely no idea how to restrict the result to responses to the current Form (in my case: Showing only the orders belonging to the current customer and not all orders in the database).
To embed the view in the 'customer form', open that form, place the cursor on the place you want the embedded view, and from the menu select: Create -> Embedded Element -> View...
Select the view you want to embed, and click 'Ok'.
Now, to show only orders for current customer, you will see in the Objects tree list 'Embedded View' with 2 option, select the second 'Show single category'. There you can specify with formula only the current customer. For example, to show entries only for the current logged user I would put:
#Name([CN]; #UserName)
Hopefully, this info will help solve the problem.