Bookmarks and Security

[#1]

Hi,

We have a sales document which allows the user to select the Customer Sales Status by bookmarks in a combo box on a Selections sheet. The options are With Sales, Without Sales and Both.

Our Security is loaded via a .CSV file. The three levels are CSR, REP and MGR.

The problem is that when the user is logged in as REP, the user can select the Without Sales option from the combo box, but the application never sets the selection criteria to Without Sales only. I'm assuming this is somehow related to security, but I cannot find anywhere in the script to reflect it.

Any help / suggestions would be greatly appreciated.

Thanks!

Keith

[#2]

Hi

I'm not sure how you handle securities, exactly.

To be "state of the art" you should use a Section access using the Excel file you mentionned.

But to make it work your fields but me named in upper case, and the authorized values should be also in upper case.

I don't know if that helps enough, would need more codes or screenshots to help you more on this

[Oleg_Troyansky]

We do need to know more about your app to advise anything. It sounds like your data is linked to the User Profiles. What might be missing is the setting "Initial Data Reduction Based on Section Access" or "Initial selection based on Section Access" - both checkboxes are located in Document Properties, Opening tab.

Oleg

[#4]

Oleg,

The "Initial Data Reduction Based on Section Access" checkbox is checked, but I don't see the "Initial Selection based on Section Access" checkbox. I would be glad to provide any info if you have time to help, just let me know what you need.

Thanks!

Keith

[#5]

I'm not sure if I've provided enough information in the previous posts. The basics are:

The document loads the security table via a .CSV file.

There are three security levels: REP, CSR and ADMIN

There is a bookmark that allows the selections WITH SALES, WITHOUT SALES and BOTH

When a REP views the document and selects WITHOUT SALES, the Straight Table Chart Object will not display the accounts which have no sales.

If the REP selects WITH SALES, the accounts will be listed correctly.

This situation does not occur if a CSR or ADMIN login is used.

I can only assume that this is somehow related to security, but I don't see any connection between the security level and the object.

Thanks!
Keith