Anyway to restrict kit items from roles or users ...
# accounting
d
Anyway to restrict kit items from roles or users when using the invoice form?
l
Restrict as to segments in the Role page? Or Create a public item search to filter the items that should appear on invoices. Create a custom invoice form and in the Item Filter field of the Sublist Fields subtab, select the created public item search. Restrict the roles (Role record) to use only the customized invoice form (if they will nevertheless use one invoice form only). You can tweak this further depending on your needs. Also, there could be more efficient ways to do this, let's wait for others' responses.
d
Yes Tks tried this approach and worked.