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Last Post 10/20/2021 8:24 AM by  Kate
Conditional Rule - One User
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Kate
Sr. IT Business Analyst
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10/15/2021 11:06 AM

    I need to create a conditional rule on the GLJournalEntries security class to allow  Inquire only access to the GL40-GL40.9 form for 1 of 6 users that are assigned the two roles that hold this security class.  That is to leave 5 of the users with ALL ACCESS to GL40-40.9 and have a rule to only allow 1 specific user to INQUIRE. Our Auditors have requested this.

    I would think a rule could accomplish this and  know where I have to go to do this and how to get to writing the rule, but I am struggling to get the rule set up, as I have only done a rule once and that was several years ago.

    Any help would be appreciated.

    Thank you,

    Kate

     

    Dave Amen
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    10/15/2021 11:49 AM

    Hi Kate,
    I would suggest this method:
    Make the default access inquiry-only, so any user deserving update-access must be given a special Group.
    (in the following sequence, so nobody loses access while you're building the rule):

    1) In the RM tool, create a group with a name like "GLJEUpdate".
    2) Add that group to the 5 users who should have ALL_ACCESS.
    3) In your GLJournalEntries Security Class, go into each of the GL40.1-9 screens and add this rule:
    if(user.isMemberOf('GLJEUpdate')   
    ALL_ACCESS
    else
    ALL_INQUIRES

    This accomplishes several things:
    It's short, sweet and easy to understand when reading the rule.
    You  can copy/paste the bolded section of the rule above to easily add it to all 9 screens in security.
    New users must be given the GLJEUpdate Group in order to have update-access (nobody can inadvertently be granted update-access by default).
    Your inquiry-only user will now have exactly that, inquiry-only.

    Let us know how it works out!

    Regards,
    Dave
    (303) 773-3535

    Kate
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    10/15/2021 12:10 PM

    Thank you so much Dave!  I will definately get back to you on how it works out!

     

    Kate
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    10/20/2021 8:24 AM

    Dave,

    This worked like a charm!  

    Thank you so much for your knowledge and for the clear and simple resolution!

    Sincerely,

    Kate

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