Limiting access to features

Before the Mass update menu is shown a VBA event is triggered that allows customization of which fields or objects that can be updated or created. This event also receives information of which fields or objects that the user wants to update. The event has the following signature:

Explorer.BeforeCommand(Command As CommandEnum, Parameter As Variant, Cancel As Boolean)

Command specifies the type of command and will have the value lkCommandUpdateOption when a mass update is about to take place.

Parameter varies in type and depends on what is to be mass updated. When the target is a field an object of the type LDE.Field is passed and specifies which field to update. When new records are to be created the data type will be LDE.IProperties and the object will contain the following named parameters:

TargetClass
An object of type LDE.IClass which spcifies the class of the record to create.
SourceClass
An object of type LDE.IClass which specifies the class used as source which the new record should be linked to.

Cancel is a flag that determines whether or not the tab should be visible in the menu or not. When set to False (default) the tab will be added to the menu, otherwise not.

The following example makes sure it's only allowed to mass update fields beginning with the letter “A”:

Private Sub Explorer_BeforeCommand(Command As CommandEnum, Parameter As Variant, Cancel As Boolean)
 
  ' Verify that it's the right command
  If Command <> lkCommandUpdateOption Then Exit Sub
 
  ' Is it a field that is being updated?
  If TypeOf Parameter Is LDE.Field Then
      If Left(Parameter.LocalName, 1) = "A" Then
        Cancel = True
      End If
  End If
 
End Sub

Before and after certain commands are executed in Lime CRM, VBA events that can be listened to are triggered. These events are named Explorer_BeforeCommand and Explorer_AfterCommand.

The following example disables usage of the Export to Excel feature:

Private WithEvents m_Explorer As Lime.Explorer
 
Private Sub Application_AfterActiveExplorerChanged()
   Set m_Explorer = Application.ActiveExplorer
End Sub
 
Private Sub m_Explorer_BeforeCommand(ByVal Command As CommandEnum, ByVal Parameter As Variant, Cancel As Boolean)
   If Command = lkCommandExportToExcel Then
       MsgBox "Detta tillåter jag inte.", vbInformation
       Cancel = True
   End If
End Sub

It is possible to hide certain buttons in the explorer toolbar by modifing the Explorer.Settings collection. The following example hides the Link record button for the Persons tab (if one exists):

Private WithEvents m_Inspector As Lime.Inspector
 
Private Sub Application_BeforeActiveInspectorChanged(ByVal NextInspector As IInspector)
   Set m_Inspector = NextInspector
End Sub
 
Private Sub m_Inspector_BeforeShow(Cancel As Boolean)
   If m_Inspector.Explorers.Exists("persons") Then
       m_Inspector.Explorers("persons").Settings.Write "DisableLink", True
   End If
End Sub

The following buttons can be modified:

Identifier Button
DisableLink Link record
DisableUnlink Unlink record
DisableNew New record
DisableDelete Delete record
DisableOpenDocument Open document

To show the button set the value to False.

Users may normally individually configure which fields and tabs that are visible. To prevent this behavior the following VBA code can be used:

Application.Database.Settings.Item("Application").Value("DisableInspectorLayout") = True

This can also be done for a specific database class, company in this case:

Application.Database.Settings.Item("Inspectors").Item(Application.Database.Classes("company").GUID).Value("DisableLayout") = True

Note

If users have already used the show/hide fields/tabs feature there is a risk that they have already hidden tabs and/or fields and then after disabling the feature will not be able to restore the visibility settings.

  • Last modified: 2 years ago
  • (external edit)