{"id":27507,"date":"2019-11-27T11:21:51","date_gmt":"2019-11-27T11:21:51","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=27507"},"modified":"2024-04-23T08:39:40","modified_gmt":"2024-04-23T08:39:40","slug":"setting-private-and-public-access-to-custom-queries-in-sage-300c-v2019-using-inquiries","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/11\/27\/setting-private-and-public-access-to-custom-queries-in-sage-300c-v2019-using-inquiries\/","title":{"rendered":"Setting Private and Public access to Custom queries in Sage 300c v2019 using Inquiries"},"content":{"rendered":"\n<p>In\nour previous blog, we have discussed regarding the process to create \u2018Custom Queries\u2019.\n<\/p>\n\n\n\n<p><p style=\"text-align: justify\">Continuing the same topic in this blog, we will discuss the feature, which will allow user to set access rights for created custom queries using \u201cAuthentication Type\u201d i.e. Public\/ Private.<\/p><\/p>\n\n\n\n<p>New Stuff:- <a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/11\/27\/payment-banking-format\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Payment Banking Format (opens in a new tab)\">Payment Banking Format<\/a><\/p>\n\n\n\n<p>To\nNavigate the screen you can refer to the below screenshots:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Ones login to Sage 300 v2019 web screens \u2013 check for below\nicon on web toolbar as displayed in below screenshot.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"643\" height=\"514\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/11\/1_NavigateScreenInquiries.jpg\" alt=\"Inquiry\" class=\"wp-image-27508\" title=\"Inquiry\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/11\/1_NavigateScreenInquiries.jpg 643w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/11\/1_NavigateScreenInquiries-300x240.jpg 300w\" sizes=\"(max-width: 643px) 100vw, 643px\" \/><\/figure>\n\n\n\n<p><p style=\"text-align: justify\">User can set the custom query type as Public \/ Private while saving the same by which sage decides whether other users can view this custom query or not. For example, below \u2018Administrator\u2019 creates custom query with type \u2018Public\u2019 <\/p><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"643\" height=\"494\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/11\/2_AdminCustomQuery.jpg\" alt=\"A\/P Payment\" class=\"wp-image-27509\" title=\"A\/P Payment\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/11\/2_AdminCustomQuery.jpg 643w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/11\/2_AdminCustomQuery-300x230.jpg 300w\" sizes=\"(max-width: 643px) 100vw, 643px\" \/><\/figure>\n\n\n\n<p><p style=\"text-align: justify\">Above custom query can be viewed \/ modified \/ deleted by other user, as its type is \u2018Public\u2019.<\/p><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"643\" height=\"494\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/11\/3_ModifiedCustomQuery.jpg\" alt=\"A\/P Inquiry\" class=\"wp-image-27510\" title=\"A\/P Inquiry\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/11\/3_ModifiedCustomQuery.jpg 643w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/11\/3_ModifiedCustomQuery-300x230.jpg 300w\" sizes=\"(max-width: 643px) 100vw, 643px\" \/><\/figure>\n\n\n\n<p><p style=\"text-align: justify\">Now\nthe other user can create his own new custom query using this source custom query\nand can set its access type as Public\/Private. This time if the user sets its\ntype as \u2018Private\u2019 this query will not be available for other user to view. Even\nthe creator of the source custom query cannot view this modified custom query\n(including Administrator).<\/p><\/p>\n\n\n\n<p><p style=\"text-align: justify\">In case if the source custom query creator change its type from public to the \u201cPrivate\u201d then other user will not have access to source query but still be able to access their modified custom queries.<\/p><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"643\" height=\"514\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/11\/4__PublicCustomQueryAccessibleToOtherUser.jpg\" alt=\"\" class=\"wp-image-27511\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/11\/4__PublicCustomQueryAccessibleToOtherUser.jpg 643w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/11\/4__PublicCustomQueryAccessibleToOtherUser-300x240.jpg 300w\" sizes=\"(max-width: 643px) 100vw, 643px\" \/><\/figure>\n\n\n\n<p><p style=\"text-align: justify\">As you can see in below screenshot \u2018Administrator\u2019 also not able to view the \u2018Private\u2019 custom query created by other user.<\/p><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"643\" height=\"494\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/11\/5__PrivateCustomQueryNotAccessibleToOtherUser.jpg\" alt=\"\" class=\"wp-image-27512\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/11\/5__PrivateCustomQueryNotAccessibleToOtherUser.jpg 643w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/11\/5__PrivateCustomQueryNotAccessibleToOtherUser-300x230.jpg 300w\" sizes=\"(max-width: 643px) 100vw, 643px\" \/><\/figure>\n\n\n\n<p><p style=\"text-align: justify\">Any \u2018Public\u2019 custom query created by the users other than \u2018Administrator\u2019 can be modified or can be deleted by all users including \u2018Administrator\u2019. However, if any user tries to delete the \u2018Public\u2019 custom query created by \u2018Administrator\u2019, it is deleted for that particular user only but can be modified\/viewed by other users. Only \u2018Administrator\u2019 can delete own \u2018Public\u2019 custom query created by him and after that it will be permanently deleted for all the users.<\/p><\/p>\n\n\n\n<p>About Us:-<\/p>\n\n\n\n<p><p style=\"text-align: justify\"><a href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">Greytrix<\/a> a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p><\/p>\n\n\n\n<p><p style=\"text-align: justify\"><a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\">Greytrix<\/a> offers unique GUMU&#x2122; integrated solutions of&nbsp;<a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\" target=\"_blank\">Sage 300 with Sage CRM,<\/a>&nbsp;<a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/gumu-300-salesforce-integration\" target=\"_blank\">Salesforce.com&nbsp;<\/a>and&nbsp;<a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/ecommerce-magento-integration\" target=\"_blank\">Magento eCommerce<\/a> along with Sage 300 Migration from <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\" target=\"_blank\">Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works<\/a>. We also offer best-in-class&nbsp;<a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-300-erp-development\" target=\"_blank\">Sage 300 customization and development services<\/a>&nbsp;and integration service for applications such as <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-300-integration-services\" target=\"_blank\">POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP<\/a> and in Sage 300c development services we offer services such as upgrades of older codes and screens to new web screens, newer integrations using sdata and web services &nbsp;to Sage business partners, end users and Sage PSG worldwide. Greytrix offers over 20+ Sage 300 productivity enhancing utilities that we can help you with such as <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greymatrix-apparel-solution\" target=\"_blank\">GreyMatrix<\/a>, <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greytrix-document-attachement\" target=\"_blank\">Document Attachment<\/a>, <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greytrix-document-numbering\" target=\"_blank\">Document Numbering<\/a>, <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/auto-bank-reconciliation\" target=\"_blank\">Auto-Bank Reconciliation<\/a>, <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/purchase-approval-system\" target=\"_blank\">Purchase Approval System<\/a>, <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/three-way-po-matching\" target=\"_blank\">Three way PO matching<\/a>, <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/bill-of-lading\" target=\"_blank\">Bill of Lading<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/vat-middle-east\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">VAT for Middle East<\/a>.<\/p><\/p>\n\n\n\n<p><p style=\"text-align: justify\">For more details on Sage 300 and 300c Services, please contact us at&nbsp;<a href=\"mailto:accpac@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">accpac@greytrix.com<\/a>. We will be glad to assist you.<\/p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In our previous blog, we have discussed regarding the process to create \u2018Custom Queries\u2019. Continuing the same topic in this blog, we will discuss the feature, which will allow user to set access rights for created custom queries using \u201cAuthentication Type\u201d i.e. Public\/ Private. New Stuff:- Payment Banking Format To Navigate the screen you can\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/11\/27\/setting-private-and-public-access-to-custom-queries-in-sage-300c-v2019-using-inquiries\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[3343,3142,3342,1305,3344,2234,3340,3341,3027,3047],"class_list":["post-27507","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-access","tag-cloud","tag-custom-queries","tag-inquiry","tag-public","tag-reports","tag-sage-300-erp-v2019","tag-sage-300-v2019-enhancements","tag-views","tag-web-screens"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Manage Query Access with 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