Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Expand
titleCan I duplicate a daily diary in upvise to reduce data entry time?

We do not currently support duplication of the daily diary. Where a daily diary has been duplicated, the associated transactions remain linked to the original diary, therefore new timeslots cannot be generated in Upvise. A new diary must be created to ensure the transactions generate as expected and land in workbench seamlessly.

User configuration

Expand
titleApplication Rights on Users

Removing an application on an individual user not only hides the app from showing in their menu, it also removes their ability to access the functions of that app.

Example: if you turn off "Forms" in individual user application rights in Upvise, this means the user won't be able to create any forms across the entire database.

The user will be presented with an error that looks like this when they try to ('ReferenceError: Can’t find variable: Forms CODE:'

A solution to this is:

  1. To use roles to help limit the forms the user has access to.

  2. Turn-on the setting "Users cannot create Forms from Forms App" to ensure forms are not incorrectly created from the forms app, rather than the equipment, job, contact or project where they are linked.

You can use the same logic across all apps.

...