Hide "All Records" for Role

0
votes

The S130 says "The All Records tab shows all records without any filter applied. Once any filter is available for the form (whether it is created by the user or shared with the user), this tab appears automatically as the first tab."

How can I remove the All Records tab for a specific user/role? The other ones are hide-able via making it "not shared."

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2
securityacumaticaerp

2 Answers

1
votes

Totally agree with @Mick: you cannot hide the All Records tab.

To Limit access to records in the All Records tab, you should define additional conditions for the generic inquiry screen, not data entry form:

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As mentioned here: How do you limit the Leads viewable to an owner, role, or workgroup? - to limit access to records in the data entry form, you should:

  • either create a custom data entry screen with filter conditions for primary view and Lead ID selector identical to those defined for the associated inquiry or customize
  • or customize primary view and Lead ID selector in the LeadMaint BLC extension to match conditions defined for the associated inquiry
0
votes

Actually, the All Records tab shows the unfiltered data of the form. If you restrict access to this tab, you won't access the form and any of its tabs at all. But if that's what you need, you can manage access to any screens on the Access Rights by Screen form (SM201020).