Hide Forms from certain Patron groups
RecTrac 3.1.10.21.00
Table of Contents
Problem
We would like to utilize WebTrac Forms however we require a different set of forms for residents versus guest WebTrac transactions. How can we hide specific forms from specific patron groups?
Solution
You can hide guest forms from members and vice versa by creating two different Form Search buttons on the WebTrac main menu from Webtrac Menu Management. Then remove the search criteria from the Form search screen from WebTrac Management Screen Management.
Steps For Solution
To change the WebTrac menu to add patron-specific Form Search buttons:
- From the RecTrac main menu, go to WebTrac Menu Management.
- Highlight the NextGen Default Menu, from the DataGrid.
- Click Change.
- Expand the Search (WebTrac_NextGenPrimary_Tab2)(Tab).
- Locate then drag and drop the Forms (WebTrac_NextGenPrimary_Group14)(Group) under the Search (WebTrac_NextGenPrimary_Tab2)(Tab).
- Highlight on Forms (WebTrac_NextGenPrimary_Group14)(Group).
- Click Advanced Field Parameters.
- Set the DisplayOption to Both.
- Click Save to save the advanced parameters.
- Locate then drag and drop the From Search (WebTrac_NextGenPrimary_ButtonForm)(Button) under the Forms (WebTrac_NextGenPrimary_Group14)(Group).
- Repeat step 10 to add an additional From Search button.
- Highlight the first From Search (WebTrac_NextGenPrimary_ButtonForm)(Button).
- Click Advanced Field Parameters.
- Change the FieldLabel to Member Form Search or something similar to indicate this is for members only.
- Change the DisplayOption to Member.
- Change the ButtonParams to include the type code for the member-specific forms
- Note: The default ButtonParams is module=FORMS, to further specify which forms you want members to see you need to add &Type=XXX where XXX is the exact Code for the Form Type in System Code Management.
- For example: I have two different forms for members set up in System Code Management as Reduced Rate and Residency Verification. The ButtonParams for the Member Form Search button would look like module=FORMS&Type=ResidencyVerification,Reduced Rate
- Click Save to save the advanced parameters.
- Repeat steps 12 - 17 for the other From Search (WebTrac_NextGenPrimary_ButtonForm)(Button) this time changing the FieldLabel to Guest Form Search or something similar to indicate this is for guests only, the DisplayOption to Guest, and the ButtonParams to include the guest-specific form codes.
- Click Save to save the custom menu design.
To hide Form Search fields:
- From the RecTrac main menu, go to WebTrac Management Screen Management.
- Click Add.
- Set Base Screen to Form Search.
- Set Design to the screen design code linked to the WWW user.
- Click Continue.
- Expand the SAFormWebSearch_Tab1 ().
- Expand the Form Search Criteria (SAFormWebSearch_Group1)(Group).
- Highlight the Type (SAFormWebSearch_Search_Type)(ComboBox).
- Click the pencil edit icon next to FieldStatus.
- Change the status from Updateable to Hidden.
- Click the pencil edit icon next to FieldStatus again to save the change.
- Repeat steps 8-11 for Form Code (SAFormWebSearch_Search_RecordCode)(ComboBox).
- Repeat steps 8-11 for Form Description (SAFormWebSearch_Search_ShortDescription)(Fillin).
- With Form Description (SAFormWebSearch_Search_ShortDescription)(Fillin) still highlighted, click the pencil edit icon next to ColumnStatus.
- Change Column Status to Hidden.
- Click the pencil edit icon next to ColumnStatus again to save the change.
- Click Done.
When patrons access your Webtrac site there will now be two different From Search buttons and screens depending on if the patron is logged into WebTrac or not.