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Forum to discuss general administration topics for SalesLogix (including LAN & remote topics). View the code of conduct for posting guidelines.
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Editing other's users notes
Posted: 28 Jan 08 10:00 AM
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Hello,
I have a user who wants to be able to edit the notes the other users in his team have entered? Is this possible w/o making him an admin?
Thanks, |
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Re: Editing other's users notes
Posted: 29 Jan 08 1:18 PM
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Are you on SLX 7.x? If so, then it's possible, but not without modifying some out-of-box scripts. The places you'll want to look are in the System:Notes History Common VBScript, in the "EditViewNotesClick" method, and also in the System:History Details View itself, in the "txtTypeChange" method.
Presumably you'll want to write your own code to determine if a particular user should be allowed to change any given HISTORY record. But at the moment, there's nothing at the Provider level to prevent you from doing it, unless you add a SECCODEID field to the HISTORY table.
Obviously, users may be upset when they find their carefully-written notes have been edited by others, but that's just one of the crosses we all must bear, I suppose... |
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Re: Editing other's users notes
Posted: 29 Jan 08 1:52 PM
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That's a bit complicated for me to do and I'm not confident enough to do that.
I read on the knowledge base it's not possible w/o making them an admin but that was v6.2 but I don't see much difference between that and v7.
Iit would make sense to allow a feature in there cause we use it for fundraising tracking. We don't sell physical products. The users have their assistants enter notes from their meetings and want to change it if they're not around like in this case, the assistant is on maternity leave and she entered a good amount of notes for them.
Thanks for the input, |
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Re: Editing other's users notes
Posted: 29 Jan 08 2:28 PM
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Hi,
Its not has hard as it sounds. We let others edit notes - I called it "CBRE Notes/History" so I could selectively release it. You could only release it to the admins - plus with the modify information (name and date) - you can tell who touched it last. |
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Re: Editing other's users notes
Posted: 29 Jan 08 9:01 PM
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Paul! How ya doin', man?
Anyway, you couldn't easily do that (edit other peoples' notes, etc.) in SLX v.6.2 because the Notes-History tab (and the edit form) were both still hard-coded then. (You could still build a fully-custom tab & detail form, like Paul did, though...) Now they're just regular ActiveForms and VBScripts, which you can customize all you want... It's one of those things where if you ask for it long enough, they eventually give it to you. (Though I've found that this approach doesn't always work with supermodels.)
Btw, you can even add new fields to the HISTORY table via SLX Administrator now - for example, a Memo field called ORIGINALNOTE. |
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Re: Editing other's users notes
Posted: 28 May 08 3:35 PM
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| I've run into this as well with 6.2.6, but I do not follow with making someone an admin. Am I completely missing something here? |
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