how to give users only read permission to customer page ?

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Posted on by Community Member

Hi,

How to give read permission in customer card page for payment terms field so that users not able to change payment terms. Kindly advise.

Thanks

With Regards

Mandeep Kaur

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Community Member on at

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RE: how to give users only read permission to customer page ?

You can add a boolean field to "user setup" and name it "Edit Payment terms", check it on Customer Card page open, then write in "Payment Terms - On Validate" a lines of code such as:

If Not UserSetup."Edit Payment terms" then Error('You Dont have permissions to edit Payment Terms');
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Community Member on at

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RE: how to give users only read permission to customer page ?

Hi Sir,

The problem has been resolved. Thanks a lot

I an not able to verify the answer. there is no option to verify the answer like others have.

Thanks

With Regards

Mandeep Kaur
Amol Salvi 18,696 on at

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RE: how to give users only read permission to customer page ?

Hi Mandeep,

If problem resolved then kindly verified the answer .
Community Member on at

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RE: how to give users only read permission to customer page ?

Hi All,

Thanks for the valuable feedback and solutions. This problem has been resolved.

Thanks once again

With Regards

Mandeep kaur
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RE: how to give users only read permission to customer page ?

Ideally, when you create any new users, you should give at-least ALL user roles & permission (DEFAULT STANDARD ROLE) and then you can attach your additional roles created by you.

That should work without any issue in standard database and would not require any customisation.
Amol Salvi 18,696 on at

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RE: how to give users only read permission to customer page ?

Go to Page Designer

Select Payment Method Code

Go to Properties or Press SHIFT+F4

In Editable property put PayTermsEdit
Community Member on at

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RE: how to give users only read permission to customer page ?

Hi Sir,

I have checked there is no code written in Payment Terms Code in Customer Card Page

and in User Setup I have not ticked in Allow edit.

Kindly advise

Thanks

With Regards

Mandeep Kaur
Amol Salvi 18,696 on at

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RE: how to give users only read permission to customer page ?

Check User Setup have to tick on Allow Edit

If yes then you will be allow to edit

as well as check the properties of payment terms code look at editable property

What is set there ?
Community Member on at

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RE: how to give users only read permission to customer page ?

Hi Sir,

Thanks for your support.

I have successfully compile the code. When I am trying to edit the payment terms I am able to do it. Kindly advise.

Thanks

With Regards

Mandeep Kaur
Amol Salvi 18,696 on at

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RE: how to give users only read permission to customer page ?

Now there is mistake .Usersetup should be record and not boolean

It should be like

UserSetup Record User Setup

PayTermsEdit Boolean