Scenario: User is not able to use the role that he is assigned to. Solution: Set Up> Users/Roles> Manage roles.Edit the specific role: Permissions> SetupRemove: SAML Single Sign-onLogout the user and loginNow user will be listing the specific role.
Author: Anand Mohan
Removing the Access and the Role Retain the Dashboard
ScenarioUser remove the access and role of an Employee but it retain the dashboard. Soution Grant an Administrator role to the Employee.Navigate to List > Employees > EmployeesEmployee: Click EditClick AccessGive Access: Enter CheckmarkRoles:Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.Role: Select AdministratorClick SaveEmployee… Continue reading Removing the Access and the Role Retain the Dashboard
Fully applied credit memo of a Return Authorization is to be made refunded from pending refund status.
Scenario: A fully applied Credit Memo with a customer deposit attached is having a return authorization in the pending refund status even though amounts are same in both the records. Solution: To link a RMA with a status of Pending Refund to a Credit Memo, follow the steps below: Unapply the Refund from the Credit… Continue reading Fully applied credit memo of a Return Authorization is to be made refunded from pending refund status.
Client had recreated the Assembly billed which was not populating the unit price in the inventory valuation.
Scenario: Assembly build which was recreated by the client was not populating the unit price in the inventory valuation. Solution: Retriggered the Assembly build by changing the date from current date to previous one. After clicking save, the costing recalculation was triggered and the correct unit cost and inventory value appeared. We also mentioned that… Continue reading Client had recreated the Assembly billed which was not populating the unit price in the inventory valuation.
Client needs to display the value in the custom transaction line level field of the reports for all accounts.
Scenario: Value in the custom transaction line level needs to be displayed to the reports for all accounts. Solution: Navigate to Customization > List, Records, & Fields > Transaction body field > NewLabel: Enter LabelOrder ref no.Type: Free-form textStore Value: Enter CheckmarkClick Applies ToPurcahase: Enter CheckmarkClick DisplaySubtab: Select MainDisplay Type: Select NormalClick Save & Apply… Continue reading Client needs to display the value in the custom transaction line level field of the reports for all accounts.
Restrict the saved search such that the user with different role will be able to view only desired set of results.
Scenario: The user needs to restrict the saved search results such that the user with the sales role would be able to view the sales orders with their name in the salesperson custom field in sales order. Also, the user with the sales manager role should be able to view the sales orders with the… Continue reading Restrict the saved search such that the user with different role will be able to view only desired set of results.
Client needs to deny the permission to delete files uploaded to File Cabinet
ScenarioAn Administrator would like to give users on a non-admin role to remove access to delete File cabinet files where we have all the user documents and scripts stored. SolutionNavigate Setup > Users/Roles > Manage RolesCustom Role: Click EditNote: Click Customize if the role is a standard role.Permissions: Click List subtabNote: Select a new permission… Continue reading Client needs to deny the permission to delete files uploaded to File Cabinet
Restrict the saved search results for different role.
Scenario: Client needs to restrict the saved search results such that the user with the salesperson could view only the transaction results with their name on the transaction as salesperson. Solution: List>Search> Saved SearchesEdit the transaction saved search.Criteria> Standard> FilterCASE WHEN ({custrecord_jj_sales_person_ahap_39.entityid} = {user.entityid} AND {userrole}= 1045) THEN 1 ELSE (CASE WHEN ({userrole}!= 1045) THEN… Continue reading Restrict the saved search results for different role.
Create workflow to restrict a specific item while creating the sales order.
Scenario: User needs to have a workflow that will restrict the items for a particular while preparing the sales order Solution: Create a saved search to draw the list of items that needs to be restricted. Customization> Workflow> Workflows> New Enter the Name of workflow(Restrict item in sales order)Record Type: TransactionSubTypes: Sales OrderDescription: Provide the… Continue reading Create workflow to restrict a specific item while creating the sales order.
User needs to display all the items that will end with the character “PRO.”
Scenario: To filter a list of items that ends with a particular list of characters, a user may create a custom Item Saved Search and set a formula expression: Solution Go to Lists > Search > Saved Searches > New > Item. Under Criteria subtab add the below Filter:a. Field = Formula (Numeric) | Formula… Continue reading User needs to display all the items that will end with the character “PRO.”