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How can I prevent selected records from being displayed when browsing?
 
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Author: writeAuthor
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Using Advanced Scan Exclusions

Occasionally, you may wish to block only certain records when browsing applicants, workcodes, etc.

(Download and review the attached pdf file for a specific example with screenshots)

1. Choose the security configuration you wish to implement the exclusion for.

2. Select Exclusions > Record Browsing > Applicants (or Orders, etc.).

3. Select the [Advanced] Button.

4. Choose the type of browse screen you wish to work with, then type "Disabled = False" in the SQL Filter column.

5. Now, add the field "Disabled" to the appropriate table in your database. You can use a query similar to the following:

ALTER TABLE Workcodes ADD Disabled YesNo

Now use a query to select the appropriate table and check the "Disabled" fiield for every record you wish not to show when browsing workcodes.

 

Last update: 05:05 PM Thursday, November 13, 2008

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