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Restricting all users to pick only few fields from Work Order Status field

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Adeel Mehmood
Respected Contributor.

Restricting all users to pick only few fields from Work Order Status field

hi,

we have these fields in Status Field ( As Drop down )
1.registered
2.open
3.approved by XYZ
4.on Hold
5.closed
6.Rejected

i want to restrict all users in such a way that when they create a Work order they can only use or pick these 2 Fields ( Open & Registered )from drop down Status Field & Only few authenticated users can pick all rest fields.

6 REPLIES
Mike Bush
Acclaimed Contributor.
Solution

Re: Restricting all users to pick only few fields from Work Order Status field

This can be done via roles with "Status Restriction" enabled - some people can use only the first 2, others can use all values.
Adeel Mehmood
Respected Contributor.

Re: Restricting all users to pick only few fields from Work Order Status field


hi ,

thanks .

can please guide me how i could partically do it .

best regards
adeel mehmood
Michael Daly_2
Super Contributor.

Re: Restricting all users to pick only few fields from Work Order Status field

Adeel

In the Administrator's Console go down to
-> Security
-->Access
---> Role
Select the 'Role' the users are using, then on the 'Items' tab go down to 'Work Order' then click the [Details] button.

Choose the [Status Access] tab.

Then populate the combo controls that control the Status From to the Status To options.

Thus your list of Statuses have to be a continuous block from the Status list.

I hope this helps.

Michael Daly
Adeel Mehmood
Respected Contributor.

Re: Restricting all users to pick only few fields from Work Order Status field

hi,

some how its not working . need your guidance .

thanks
Viral Desai
Regular Contributor.

Re: Restricting all users to pick only few fields from Work Order Status field

Actually before you can do that you need to enable status entitlement....
system settings -> General Settings -> make sure that the check box is checked for Enable Status Entitlement.

Then go to roles and on with the instructions posted in the previous post.

I hope this helps.
Adeel Mehmood
Respected Contributor.

Re: Restricting all users to pick only few fields from Work Order Status field

hi,

thanks for your help.but things still doesnot working ....
let me explain things again ,

what you have explained is not our requirement.
we dont want to limit the Status change ranges for work orders.what we need is

the user from a particular ROLE can only view 2(open & registered) options out of 5 ( open ,registered ,close ,approved ,rejected )
in Status when a new work order is created .
he should not be able to view and select the rest of 3 options.
the user with this ROLE can only select these 2 options.and other user with more rights and have a Different ROLE can choose any of the status what ever is the status is .
i hope this now more clear what i am in search of ...

thx