role

Posted by Abir ben salem on 10-May-2016 05:57

hi , 

I need your opinion please. 

I have 2 roles that need to access to my application.

 "role 2" will insert , view in some of common tab. but role 1 , will have access to view all .

so , may I work them in the same application or in separate application ?

Thanks, 

ABIR   

All Replies

Posted by Srinivas Panyala on 10-May-2016 12:00

You can work with the same application.

Follow the below steps to create roles

1) Navigate to Setup Home -> Roles -> Click on New Role

2) Enter Role name as "role1"

3) Select the application(E.g CRM) and Save

4) Click on New Role

5) Enter Role name as "role2"

6) Select the application(E.g CRM) and Save

Now click on the permissions link of "role1" and set the required permissions. Similarly, set the permissions for "role2".

Thanks

Srinivas

Posted by Abir ben salem on 11-May-2016 02:41

Thank you Srinivas ,

Abir

Posted by Srinivas Panyala on 25-May-2016 04:32

You are using Evaluation Version. You can create upto max 2 users only.

Thanks

Srinivas

Posted by john cruze on 02-Jun-2016 05:14

Hi Srinivas,

I need your suggestion.

How many user, tenant I can create if I am using :

1 Rollbase private cloud with licence.

2 Is Customer Tenant  is different from User...Please suggest.

Thanks.

John.

Posted by Srinivas Panyala on 03-Jun-2016 00:04

1. In license.xml, please check the <Max Users> tag value.

E.g. <MaxUsers>10</MaxUsers>

In the above case, you can create max 10 users per tenant. You can create unlimited users If <Max Users> tag value is 0.

Per customer, default max user value is 5. You can modify this value. Follow the below steps to modify.

1) Login as Master Admin

2) Navigate to System Console -> Customers

3) Edit a customer record

4) You can find a field called Max Users. Increase the value and save the record

2. Yes, customer tenant is different from User. When you create a new customer, one user will be created with "Administrator" role. If you want to create new user, you need to login as a customer -> Navigate to users tab -> New user

E.g. Loan Processing System application

To develop Loan Processing System in Rollbase,

1) Login as Administrator and develop the app.

2) Create a new Role called "Loan Agent"

3) Now create a new user with Loan Agent role

4) Create another role called "Loan Appover"

5) Create a new user with "Loan Approver" role

Loan Agent & Loan Approver users can create records in the application but cannot modify the application. Only Administrator role user can modify the application

Thanks

Srinivas

Posted by john cruze on 03-Jun-2016 00:53

Hi Srinivas,

Thanks a lot for your time ..

Thanks.

John.

Posted by john cruze on 03-Jun-2016 06:33

Hi Srinivas,

Could you please suggest ? Here I am using client side validation using script component on field event . However my problem is that, record is saved in both cases either validation is true or false . Could you please suggest me how could I prevent record saving when validation on field is false..

Thanks.

Posted by Srinivas Panyala on 03-Jun-2016 07:11

Can you try using the following client-side display function?

rbf_growlError(title, message);

documentation.progress.com/.../index.html

Thanks

Srinivas

Posted by john cruze on 03-Jun-2016 08:12

Hi,

Thanks a lot for your kind cooperation.

Could you please guide me with a set of  code ?

Thanks a lot.

Posted by Srinivas Panyala on 03-Jun-2016 09:16

Here the sample code. In this snippet, I am retrieving the value of Last Name field. If that value is not equal to 'test'  then throwing the error and stopping the form submit.

<script>

$("form").submit(function(e){

 var temp=rbf_getFieldValue("lastName");

 if(temp != 'test')

   {

     alert("Please enter 'test' for Last name field");

     e.preventDefault(e);

   }

});

</script>

Thanks

Srinivas

Posted by john cruze on 06-Jun-2016 01:08

Thanks Srinivas,

Code that you suggest me helps a lot..

Thanks a lot.

John.

Posted by john cruze on 08-Jun-2016 02:26

Hi Srinivas,

Code that you suggest  helps me lot, Thanks a lot. However it works on "form submit" . I need your help that, how could I used same code for "onblur","onchange" event , Please suggest .

Thanks.

John.

Posted by satyanarayana sunku on 08-Jun-2016 03:49

Hi John,

Place validation code in function  and invoke in onblur or onchange event.

Ex:

1. Click on new record.

2. Click  'Design this page'  ->add script component.

Place code in function.

<script>

 function textValidation()

{

 var temp=rbf_getFieldValue("TextField");

if(temp != 'test')

  {

    alert("Please enter 'test' for Last name field");

    e.preventDefault(e);

  }

}

 </script>

3.Save it.

Now go to 'Events in respective field ' and invoke textValidation() in onblur() event.

4.Now in new record page when enter data other than 'test' we will get alert.

Thanks

Satya

This thread is closed