Control Access to Columns in Expense Report Form

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:

1. In the Navigation pane, select My Stuff > Expense Report.
2. On the Actions bar on the Expense Report form, click Other Actions and then click Design.
3. In the Grid Properties area of the Screen Designer form, select the icon next to Field Type.
4. 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.
5. Select the column that you want to hide.
6. In the Column Properties section, click the Field Security field.
7. 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 checkbox beside each role's row, or select the checkbox 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.
8. Click Save.
9. In the Screen Designer mode of the Expense Report form, click Save on the Actions bar.