Secure a Column in a Grid

In Screen Designer, you can secure a column in a grid in a hub or Chart of Accounts from users, based on their security role.

For more information about what securing does, see Securing Fields and Grids.

To secure a column in a grid from a security role:

  1. In the Navigation pane in the browser application, open Screen Designer in one of the following ways:
    • Go to the Hubs section and select the hub that you want to customize, or select Settings > General Ledger > Chart of Accounts to customize the Chart of Accounts. On the Actions bar of the form that displays, select Other Actions > Design.
    • Select Settings > General > Screen Designer. In the Application field at the top of the Screen Designer form, select the application that you want to customize.
  2. On the Screen Designer form, click the grid that has the column or columns that you want to secure.
  3. In the Grid Properties section of the properties pane, click next to the Field Type field.
  4. On the Grid Settings dialog box, in the Grid Columns grid, select the row for the column to secure from a role.
  5. In the Columns Properties pane, click the Field Security field.
  6. On the Field Security Rights dialog box, do one of the following:
    • If you are securing the grid column from one role only, click in the Secured/Hidden/Displayed field in the role's row and select Hidden.
    • If you are securing the grid column from more than one role, select the check box beside each role, or select the check box beside the Role column heading to select all roles. Then click the Secure action above the roles grid. Secured is automatically selected in the Secured/Hidden/Displayed field, and Locked is automatically selected in the Locked/Unlocked field for the selected roles.
  7. Click Save.