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Tuesday, March 26, 2013

How to create and assign folder option for all User else responsibility wise



How to create and assign folder option for all User else responsibility wise




Problem:

Client wants to show voucher number field all the time when we will open the invoice by default. 




Solution:

Go to folder option tab and click on new tab then following screen will appear




Then provide the name as ‘TEST ‘and Auto query as never and click on Ok.

Open as default: if we will give this option then when we will open the invoice screen it will open as default with all the folder option saved .it is optional.

Public: if we will give this option then when we will invoice screen it will not show the folder which we created .It is also optional.

Then go to folder tab and click on show field and choose voucher number from LOV and then again click on folder and save .then following screen will open.




Then we have to restrict the folder options at responsibility level and make the access to the user

System administrator => Application => Administer folders




Then click on find and select the folder what we created earlier and Save.




Once this process we will do then any user can use that folder option at invoice as we set for the responsibility



1 comment:

Anonymous said...

do you have sql query to find all details of a Folder.. owner, query, assigned to any user/responsibility.. ?