Use command + N to create new record in multiple layouts

[jeremyt]

I'm not sure if there's a script for this, or if there's a better forum to post in, but here's my problem:

When creating a new record for a project, an estimate needs to be generated as well. the 'project' and 'estimate' are two different layouts of the same database which share a serial number and client code. We have a script (and a button) that will generate a 'projcet' and 'estimate' at the same time when it is run, but the problem is people are hitting 'command + N' to create a new record. This generates a 'project' with a unique serial number if you are in the 'project' layout, but does not create the 'estimate' at the same time.

Is there any way to create a new record in multiple layouts using 'command/control + N'? Perhaps a script that copys the serial number to the estimate once the 'project' is created? Any help would be greatly appreciated.

[stanley]

Jeremy:

Welcome to the Forums.

Your best bet would be to disable cmd-n altogether, and force the user to use the button/script, as you are performing two tasks with it. Have a look at New Millenium's SecureFM and Menu Magic plug-ins - they work great, and as an added bonus, allow you to kill the "Delete All" menu item while you're at it.

-Stanley

[comment]

I question the need to create any record in advance.

[LaRetta]

I use SecureFM with Menu Magic also. But it isn't needed to restrict New, Delete and most other Menu options. If you duplicate the Data Entry privilege set, then change the Available Menu Commands to (I think) Editing Only (maybe Miminal?), Users simply must run your script - CTRL-n won't work. Your New Record script should then be checked 'Run Script with Full Access Privileges.'

I use Extended Privileges quite a bit but no longer use basic Menu protections because SecureFM removed the Menu bar and options entirely. It's been awhile since I've restricted Users in this way so test whether to use 'Editing' or 'Minimal' or others can tell you or you can search here on Forums. But Privileges restricting Menu options certainly works a treat in vs. 7.

So if you MUST create a record ahead of time (and I'm not qualified to suggest here), then control it. I never allow Users to create, delete or duplicate unless under tight script control. But then, I'm a control freak.

LaRetta

[iflurker]

I don't like to set menu options to "editing only" because it also disables harmless, useful things like "show all records" and "sort records". What I do is turn off creation and deletion privileges to all tables (except those only visible within portals), and then set my "New Record"/"Delete Record" scripts to run with Full Access. That gets rid of New Record, Duplicate Record and Delete All Records.

[stanley]

That's what I like about SecureFM - you can be very precise regarding which menu items are available (and when), and it is easy to toggle menu item availability too.

-Stanley

[jeremyt]

Hey everybody,

Thanks so much for your help! I'm looking into SecureFM now as it seems that disabling cmd+n is going to be our best bet.

Thanks a bunch!