using process to display which form

crisg0112

Hi,

I created a process and depending on which condition is satisfied, it displays the necessary form.

This is working correctly, but I've noticed that my form seems to be 'floating' and the user doesn't have access to the menu on the left side.

What did I do wrong? or missed a setting someplace?

kklosson

Note sure, but there is a difference between Edit using... and View using...

crisg0112

Hi,

I have a process called 'choose_form', and there are two rules on that process

RULE 1 :
CONDITION
LoggedinRegularUser.AccessLevel = 'Guest'
ACTION
VIEW LoggedInRegularUser USING 'Form_A'

RULE 2 :
CONDITION
LoggedinRegularUser.AccessLevel = 'Staff'
ACTION
VIEW LoggedInRegularUser USING 'Form_B'

on my VP -> Main, I have a command that says Start Process 'choose_form'

kklosson

Have you tried EDIT LoggedInRegularUser USING.... ?

Rennur

Try combining the two rules into one rule.

If LoggedinRegularUser.AccessLevel = 'Guest'
Then
VIEW LoggedInRegularUser USING 'Form_A'
Else If
LoggedinRegularUser.AccessLevel = 'Staff'
Then
VIEW LoggedInRegularUser USING 'Form_B'

Cheers

crisg0112

Rennur wrote
Try combining the two rules into one rule.

If LoggedinRegularUser.AccessLevel = 'Guest'
Then
VIEW LoggedInRegularUser USING 'Form_A'
Else If
LoggedinRegularUser.AccessLevel = 'Staff'
Then
VIEW LoggedInRegularUser USING 'Form_B'

Cheers

Hi,

That did the trick. Thank you so much. Why would having it as a separate rule affect the form being 'floating' vs 'docked'.

Appreciate all your help 🙂

crisg0112

kklosson wrote
Have you tried EDIT LoggedInRegularUser USING.... ?

I did

Rennur

Why would having it as a separate rule affect the form being 'floating' vs 'docked'.

For docket, VIEW function should only be used in as a last/end rule of the process.

Floating VIEW occurs when you execute this process rule but still have another rule in the process to execute after it.

Combining the the two rules makes the VIEW rule the last rule to execute within the process.

Cheers

crisg0112

Rennur wrote
Why would having it as a separate rule affect the form being 'floating' vs 'docked'.

For docket, VIEW function should only be used in as a last/end rule of the process.

Floating VIEW occurs when you execute this process rule but still have another rule in the process to execute after it.

Combining the the two rules makes the VIEW rule the last rule to execute within the process.

Cheers

thanks for the clarification 🙂