You can hide or show column headings in the Expense Report grid based on the security settings of a role.
For example, if there are employees who create expense reports but do not travel internationally, you can hide the Currency field for those employees.
To control access to a column:
-
In the Navigation pane, select
.
-
On the Actions bar on the Expense Report form, click
Other Actions and then click
Design.
-
In the Grid Properties area of the Screen Designer form, select the
icon next to
Field Type.
-
On the Screen Designer form, click the element that you want to hide.
To hide more than one element at a time, select the elements on the Screen Designer form using the CTRL key.
-
Select the column that you want to hide.
-
In the Column Properties section, click the
Field Security field.
-
On the Field Security Rights dialog box, do one of the following:
- If you are hiding the column header for one role only, set the
Secured/Hidden/Displayed option to
Hidden in the role's row.
- If you are hiding the column header for more than one role, select the check box beside each role's row, or select the check box beside the
Role column heading to select all roles. Then click the
Hide action above the roles grid.
Hidden is automatically selected in the
Secured/Hidden/Displayed field.
You cannot make a column header read-only (locked) in the Expense Report form.
-
Click
Save.
-
In the Screen Designer mode of the Expense Report form, click
Save on the Actions bar.