Set Up Access to Lookups

You can control the fields that each role can search by in desktop application lookups.

These access rights do not apply to lookups in the browser application. In the browser application, if you use Screen Designer to hide fields for roles, those fields are automatically unavailable as search fields in lookups.

To select the lookups that a role can access:

1. On the Navigation menu in the desktop application, click Settings > Security > Roles.
2. On the Roles form, select a role.
3. Click the Access Rights tab.
4. From the Functional Area drop-down list, select Lookups.
5. Select a lookup type and use the Add and Remove buttons to move fields between the Available Fields and Fields for this Lookup columns, or select Full access to all lookups.
6. Click Save.