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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I d like to have a few customizations to my layouts based on the account (which is in another table employee data) using them. Namely I 'd like each employee to have their own landing page with their data, and the layouts to sort which projects to show based on said account/employee. Shouldn't be too hard I guess, but I am clueless as to how to go about with it. 

Posted

File> file options > script triggers > OnFirstWindowOpen run a script that uses get ( accountname ) and go to layout based on the user.

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Posted

Sounds more like you would want the same layouts, but for each user to only see their information - in which case, Record Level Access is probably more what you are after...

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Posted

File> file options > script triggers > OnFirstWindowOpen run a script that uses get ( accountname ) and go to layout based on the user.

 

Hi Brooks, many thanks, I 'll give what you suggested a go. I hope it works with iwp too. 

 

 

Sounds more like you would want the same layouts, but for each user to only see their information - in which case, Record Level Access is probably more what you are after...

 

Precisely. I am not sure what I should be doing via record level access. I have been reading on it for the past couple of hours, as much as I can gather it's basically the security and priviledge implementation of FM since FM 7, and it includes the get (AccountName) function. 

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