Wednesday, June 17, 2009

How can you restrict an user from modifying information on a form?

Goal
How can you restrict an user from modifying information on a form?

Solution
You should create a custom form function with read-only "rights" by duplicating the seeded one and specify the QUERY_ONLY=YES parameter for the form function. Here are the steps you should follow for accomplishing this goal:
1. Login as System Administrator and navigate Application -> Function
2. Search for your form function
3. Create a new form function TEST_FUNCTION and use exactly the same attributes as the original one has
4. For the Parameters field in Form tab complete the field with QUERY_ONLY=YES
5. Save the function and navigate Application -> Menu and assign the newly created function to a menu5.1. If you want you can create a new responsibility and assign the menu to it (use Security -> Responsibility -> Define)
6. Assign the responsibility containing the custom function to a user and test the issue

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