Articles tagged #EDITING
Articles tagged
#EDITING
Custom Segment > Making a Value Inactive by Clicking Manage Values
In some cases, you may not have permission to edit segments, but you do have permission to edit values for a segment. In these cases, to make a value inactive, you must open a page designed specifically for managing the value. You get to this page by viewing the segment definition and clicking the button labeled Manage Values.
Custom Segment > Making a Value Inactive by Editing the Segment Definition
In some cases, you may have a set of permissions that includes the ability to edit the segment definition. In these cases, you can make a value inactive by directly editing the segments Values sublist. One advantage of this approach is that you can view all values as you modify the list.
Resolve Inability for Custom Role to Edit Purchase Orders via Inline Editing
Scenario
Custom role with Purchase Order permission, set to Edit access level, is unable to edit Purchase Orders via Inline Editing.
Solution
- Navigate toSetup>Users/Roles>Manage Roles
- Custom Role:ClickEdit
- General:
- Restrict Time and Expenses:RemoveCheckmark
- ClickSave
Mass Delete Item Records through Inline Editing
To be able to mass delete Item Records using the Inline Editing function.
Editing or Deleting Vendor Prepayment Transactions
You may need to update or delete a vendor prepayment transaction.
Editing a Vendor Bill After the Vendor Prepayment Application
When you apply a vendor prepayment, the Bills subtab on the Vendor Prepayment Application page shows the bill amount at the time of application. However, a user or process can update the bill amount after the application, changing the amount that is effectively applied.
Create a Show Message Action on Edit Event with a Workflow
There is a requirement to add a pop up message on a record on edit mode. A Workflow can captures multiple events such as create, edit, and etc.Note:The Show Message action runs on create and edit by default. It does not have a field to specify if it should run on only create or edit.A solution would be to create a new Workflow that only contains the Show Message action.
Inline Editing for Save Search with Multiple Transaction Type
User wants to enableInline Editon theSaved Searcheswithmore than one transaction type