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    Kamrul Alom
    How to Customise Fusion to Remove the Complete Button in the...Answered
    Topic posted February 22, 2019 by Kamrul AlomBronze Trophy: 5,000+ Points, tagged Receivables 
    135 Views, 11 Comments
    Title:
    How to Customise Fusion to Remove the Complete Button in the Billing Workarea?
    Summary:
    The current issue is that we need a role/user level customisation to remove the "Complete" Button which is present in the Billing Work Area. The End Goal is to have a Data Entry User in Billing
    Content:

    Problem Summary
    ---------------------------------------------------
    Customise Fusion - How to cusotmise Fusion on a User Level so a User can come into Fusion an a section is removed/made unclickable.

    Problem Description
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    We are currently facing an issue with a user will be an external user to the finance team but is only required to Create A Transaction from within Billing. Currently this is working well but I wanted to seek advice on how to proceed with this further so that the User cannot click Complete. As the Need is to have the user to be a Data Entry User who can simply Create a Transaction but not complete it.

     

    How to Recreate

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    Add a Billing Management/Specialist Role to a User and head to the Billing Work Area. I'm attempting to remove the Complete Button that appears there.

     

    Thank you!

    Image:

    Best Comment

    Kamrul Alom

    The method that worked in the end:

    • Create Sandbox
    • Click on Edit Pages in Billing Work Area
    • Click on Button and then Settings and a Pop-Up Box appears
    • Toggle the Visbility with the button
    • Apply one of these expressions:

    #{!securityContext.userInRole['CUSTOM_EXTERNAL_FINANCE_USER_CUSTOM']}

    #{!WCSecurityContext.currentUser['Username']}

    Comment

     

    • Tarun Agarwal

      Hi Kamrul,

      This can we achieved via Role-based Personalization, where you just need to create a custom role and write a query in such a way that the Users who have that particular role can only have access to Complete Button.

      Query: #{(securityContext.userInRole['ROLE_NAME'])?true: false}

       

      Thanks,

      Tarun

       

    • Kamrul Alom

      Hi Tarun,

       

      Thanks for the reply - much appreciated. How would you insert the Query into the role? As the Custom Role is already created, would I add it as a Data Security Policy?

       

      Thanks,

       

      Kam

      • Tarun Agarwal

        Hi Kam,

         

        The query is not required to attached to the role but attached to the complete button on the Billing Page. (Snapshot Attached). You will have to Enable a sandbox and then need to select the option of Edit Page (Administration, dropdown near the username icon).

         

        Thanks,

        Tarun

         

         

         

    • Kamrul Alom

      I see, but that would update the enviroment rather than a user level change?

       

    • Tarun Agarwal

      Yes, Kam.

      It will be an update at the Environment Level

    • Kamrul Alom

      Okay - any idea on how to do this on a personalised user level?

       

      Thanks for all the information!

    • Tarun Agarwal

      As this is a role-based personalization, the users who will have a particular role you create will be able to complete the AR Transactions.

    • Suresh Kumarasamy

      You can try below

       

      #{securityContext.userName}

    • Kamrul Alom

      The method that worked in the end:

      • Create Sandbox
      • Click on Edit Pages in Billing Work Area
      • Click on Button and then Settings and a Pop-Up Box appears
      • Toggle the Visbility with the button
      • Apply one of these expressions:

      #{!securityContext.userInRole['CUSTOM_EXTERNAL_FINANCE_USER_CUSTOM']}

      #{!WCSecurityContext.currentUser['Username']}