I'm customizing some NetSuite objects (forms, etc) including the Employee Centre's Time Tracking form. We want the people recording time (external contractors) to be able to enter time only against the projects and project tasks they have been explicitly assigned to.
So far it's going well, the only major problem is how to restrict what Customers they can see.
Currently the Customer field is where the system expects them to enter the name of the project, however that field will try to be "helpful" by listing/searching across the names of our customers as well. I'm using a customized version of the OOTB Time Tracking form.
How can I restrict the system so that the user can only see the projects they have been assigned? Or in other words, not see the entire customer base.
It's ok if they can also see the customer to whom the project belongs, and I'm open to solutions that are based on user access in the back-end (member for a group/role whatever, or, changing the way the Customer field works on the custom Time Tracking form.
Related
I am trying to integrate a PayPal buy button into my website, and I am using the built-in inventory feature. I am trying to find a way to display how many units are left for inventory, as it will be small group tickets I am selling and I want my customers to know if an event is full or not. how would I display that?
The basic HTML hosted buttons generated by PayPal will not display remaining inventory.
To do so, essentially you need your own database that tracks inventory and displays this value on page load. When processing a transaction, before capturing a payment you should verify that there is enough remaining inventory, and decrement the inventory when the capture is successful.
There are third party solutions that implement such functionality (stock/inventory management), if you are unfamiliar with how to program such a site your self. PayPal's partner directory may be a place to start, and you can also search the web.
I have exported a solution from one of my existing CRM Online instance, and imported to another new instance which is also CRM Online 2016.
The solution contains customized Opportunity entity (forms, views, fields, processes, etc), and a custom Security role.
The solution contains one custom field "Follow up Contact" which is of lookup type and referencing to Users entity.
After importing the solution, I have assigned one of the user to the custom security role in new instance.
Now, when I try to create a new opportunity, and try selecting "Follow up Contact", I am seeing no user in the list, whereas the associated view is expected to display at least 5 users. Also, when I try clicking on "Look for more records", I get following error -
"You do not have sufficient privileges to open this Lookup dialog box."
Whereas, users with same security role in the source solution can see the items in the "Follow up Contact" dropdown, and also that "Look for more records", work fine for them.
Any idea what could be the possible reason? Are there any changes in terms of security roles in latest upgrade of CRM Online?
Well strange things do happen!!
I opened the form in designer mode.. disabled the execution of the particular method which contains scripts for setting default value to the lookup control.
Published the solution.
Then again, enabled the script execution...
and to my surprise, the lookup field started working...
Just had this problem and here is what worked for us.
We had a custom entity that was related to the out-of-the-box Account entity. We had 3 lookups on that custom entity to Account. Even with System Administrator role, none of our users could get any records to return from the lookup search and we got the error message specified in the title.
We ended up deleting ONE of the lookup fields (picked the one with least dependencies). We added that field and its dependencies back in. It was annoying manual process, but after this all THREE of our lookup fields were fixed.
I'm guessing the Account-Custom Entity relationship XML behind the scenes was corrupted somehow, and deleting/recreating cleaned it up.
Here is a simplistic summary of my module in Sitecore:
Module Folder
Venue Item (multiple)
Complete Bookings
Booking Item (multiple)
Incomplete Bookings
Booking Item (multiple)
There are many venue item and each have two folders underneath for complete/incomplete bookings which in turn have many booking items underneath them.
I'm setting up workflow roles and need to craft three roles:
Venue Editing
Venue Approving
Booking Managing
These are all easy to setup and secure the correct create/write/delete rights but my issue is that I have, per requirement, disabled inherent read access to the Complete/Incomplete folders as most Sitecore users should not have access to that information. I need to give one specific role read access to these folders and I'm not 100% on how to utilise (is possible) standard values to implement the persmissions.
I can't go into security editor and give each specific complete/incomplete folder read access as the venues will be created/deleted on an ongoing basis. Standard values doesn't seem to copy over its security settings to items instantiated from it. Am I correct in believing this?
Is my only option to set security settings via an event handler or is there a simpler way?
Thanks to jammykam for his helpful comment.
I was going in that direction at first but had forgotten that the permissions aren't retroactively applied to existing items so my test items indicated it wasn't working properly at first.
All sorted now.
I am trying to set up dynamics for a call centre that just wants to do cas management. How do I turn off these things off so there is no evidence of them for a user of the system?
A good place to start would be to edit the SiteMap.
There is a project on codeplex which might be helpful, otherwise you can find good guides dotted around the place:
Editing the SiteMap
Editing the SiteMap 2
With this you could hide Sales & Marketing, which would be a good start. You may also want to look at amending permissions for Leads/Opportunities which can be done by editing security roles. This will help nosey/inquisitive users from creating records if they find links elsewhere.
I presume that you are referring to the subsections of the native CRM navigation structure which shows Workplace, Sales, Marketing, Service and Settings.
Visibility of these areas can be driven in two different ways. You may choose to employ both methods.
Firstly record-type visibility is governed by a user's permissions. Remove a users read access to Invoices for example and it will cease to appear as a navigable option in their UI. Similarly the sub-areas that I previously mentioned will cease to appear if a user has no access to any of the record types that it contains.
consequently it may be possible to achieve some of your aims by giving users the least possible permissions required to do their job (though you should be doing this anyway really) by granting the correct ouot-of-the-box roles or cloning and customising one of those roles. The problem is that the Sales section , for example, contains record types that your users will need to see, e.g. contacts. you won't be able to revoke access to contacts so you'll likely need technique #2 as well:
The CRM sitemap can be customized to contain whatever you want and can even contain new areas. One feature available is to alter or create rules that show/hide areas based on record permissions. I'd recommend downloading the Visual SiteMap Editor and read this part of the CRM SDK
Scenario: We have a "Requestor"(Current User) who completes a form and must select a valid employee from the People Picker field. This returns validates the employee's "Username".
We need AD parameters to then fill in addition fields such as: Work Phone, Location, Department, City, State, Zip, etc...
Requirements from manager: The form, designed in SPD 2007, must remain open and the data needs to bee seen by the "requestor", prior to the form being submitted.
We have scoured the internet and have not found anything that helps us with this process.
We have researched workflow, but it seems it will only work after the form has been submitted.
Infopath is NOT an option for us.
Any guidance will be greatly appreciated.
Thank you,
Using: Sharepoint Designer 2007
I believe you need to take the java script approach, there are some reference on accessing user profile on WSS3
http://sharepointjavascript.wordpress.com/2009/09/20/accessing-user-profile-information-in-wss-3-0-with-javascript/
If those library is insufficient, you may need to create you own web service api for the java script retrieve the information your form needed.
I don't think you can do it just with SPD 2007, below are the things need to do to make it works.
Javascript functions
get user information (source: built-in sharepoint api using library or custom web service)
detect the prople picker has value
fill the fields with the user info