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
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
Thank you Srinivas ,
Abir
You are using Evaluation Version. You can create upto max 2 users only.
Thanks
Srinivas
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.
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
Hi Srinivas,
Thanks a lot for your time ..
Thanks.
John.
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.
Can you try using the following client-side display function?
rbf_growlError(title, message);
documentation.progress.com/.../index.html
Thanks
Srinivas
Hi,
Thanks a lot for your kind cooperation.
Could you please guide me with a set of code ?
Thanks a lot.
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
Thanks Srinivas,
Code that you suggest me helps a lot..
Thanks a lot.
John.
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.
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