This article has been prompted by a question I was asked at a recent Developer training course in Johannesburg, South Africa.
During the training course we discussed how when a user runs a large report it can place a load on the customer's server which…
Normally when you enter a SQL Tab condition associated with an option in a Tabgroup you can either work with the current entity in context or the current user in context. But what if you want to control the tabs for the Admin Screens in the user area…
In a previous article " Tab SQL Clause " I discussed how it is possible to separate SQL clauses with a " ; " character. So in a Company Tab group the Opportunity tab can be guarded by a SQL clause statement like: comp_type='customer';comp_status='active…
In the " Hiding the Global Library (Shared Documents) by teams " article we saw that...
"The SQL to restrict access to this tab to only people in certain teams can be expressed as user_primarychannelid in (1,5) or special clauses that use a form specific…
Every time a user exports a file from the Company Search page or from the Marketing Actions, it automatically saves the spreadsheet into the Global Library (where everybody can view it). There may therefore be a requirements to hide tabs.
The Global…
This article considers how the availability of a tab in the company context maybe controlled so that it is only displayed when the customer has purchased a particular product.
The general availability of a Tab for a user is controlled by the tabs SQL…
This controls the display of the tab via SQL. We can decide whether a tab should display based on the information of the entity that is in context. If we are looking at a person screen the person entity is in context. If we are looking at the company…
Sage CRM offers the ability to control the user interface through security rights and permissions granted through the user profile. But it is also possible to dynamically change the interface just based on the data.
You may wish to hide a tab based…
Hello,
i need to display/hide tabs in condition to field values. In the crm desktop version, there's no problem with hiding tabs. For example, i added a tab "Protect Details" with the SQL condition proj_performance_line like '%Protect%' . In result…