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ReportCan you setup a role to ONLY enter notes in a specific card....for example, grant access to the vendor card, but only allow note entry?
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Can you setup a role to ONLY enter notes in a specific card....for example, grant access to the vendor card, but only allow note entry?
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Hi,
1. David Musgrave has an addon named GP Power Tools that contains a feature so that you can make specific changes and 'deny' things in Security. It's kind of like the security that you can do for files and folders.
2. Another method would be to use the Conditional Field Level security feature. You access it by opening the Field Security Maintenance and choose the Additional menu item. To get to the security maintenance window, open Field Level Security and double click on one of your existing items. To use this, you will need to learn how to do it in Dexterity because that's the script that runs. David's GP Power Tool module has a LOT of features that can help you with the scripts. He even has a window where you can convert your SQL code into Dexterity scripts.
3. You can use Modifier and lock down all of the fields on the window by changing the field,s properties. You can select multiple fields at a time and change their properties all at once. You would change the Editable Property to False.
4. You could write some VBA code that restricts access to the field in the window except the fields used to launch the Notes windows.
5. You could have a consultant create a small Dexterity app to accomplish your goal.
Kind regards,
Leslie
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