FAQ: Role Based Value List Filtering

QUESTION: The Sales Rep ID in the sales order module needs to be changed to a pull down like the Staff ID field.

ANSWER: OK, this does work like that but it has a bit of a twist. It is a good twist, so let me run this by you. The pull down list for the Sales Rep ID is filtered to show only the staff members assigned to Sales. You haven’t assigned anyone to sales in the staff file yet, so the current state of this value list, for you, is empty. As soon as you assign a staff member to sales, it will then show up in the value list.

This list option is great unless you have staff members that wear multiple hats. The security within InBizness (as well as many of the value lists) are role based. So I can reassign the Sales Staff value list to be a general staff member list (not role specific).

If you have staff members that wear multiple hats, we might want to create a role for them specifically.