{"id":14703,"date":"2017-07-29T12:09:43","date_gmt":"2017-07-29T12:09:43","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=14703"},"modified":"2019-03-11T10:05:53","modified_gmt":"2019-03-11T10:05:53","slug":"using-restrictor-field-with-search-select-advanced-field-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/29\/using-restrictor-field-with-search-select-advanced-field-in-sage-crm\/","title":{"rendered":"Using Restrictor field with Search Select Advanced field in Sage CRM"},"content":{"rendered":"<p>Search Select Advanced Fields in <a href=\"http:\/\/www.sagesoftware.co.in\/product-sage-crm\" target=\"_blank\" rel=\"noopener\">Sage CRM<\/a> is one of the powerful tool which helps to sort and search the data efficiently. Just by inputting first few letters of the data, it reduces the search results by sorting the data from the entity\u2019s master table. SSA field of <a href=\"http:\/\/www.sagesoftware.co.in\/product-sage-crm\" target=\"_blank\" rel=\"noopener\">Sage CRM<\/a> has itself got various properties which proves very useful with time.<\/p>\n<p><strong><em>New\u00a0Stuff<\/em><\/strong><em>:\u00a0<\/em><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/29\/append-user-name-on-my-crm-menu-option-in-sage-crm\/\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #993300;\"><span style=\"color: #000000;\">Append User Name on My CRM Menu Option in Sage CRM<\/span><\/span><\/a><\/p>\n<p>In this blog, we will discuss about the working of one such property of SSA field i.e. Restrictor field. Consider a scenario where you want to allow the user to select the Address of the Company based on the Company name selected in other SSA field as shown below.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/CaseScreen_4.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-large wp-image-14705\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/CaseScreen_4-1024x217.jpg\" alt=\"\" width=\"595\" height=\"126\" \/><\/a>Simply adding a Address (SSA) field will open up all the Address details; whether it belongs to company or person for the user as shown above. To restrict the data, you just need to set one single value for Restrictor field property as shown below.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/With-Restrictor_3.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-14706\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/With-Restrictor_3.jpg\" alt=\"\" width=\"358\" height=\"499\" \/><\/a>Now add search select advanced field with restrictor field value on a screen as shown in below screen shot. The Address field will now restrict displaying the Address records within the context of Company selected in first field.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/CaseScreen_2.jpg\"><img decoding=\"async\" class=\"aligncenter size-large wp-image-14707\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/CaseScreen_2-1024x249.jpg\" alt=\"\" width=\"595\" height=\"145\" \/><\/a><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/\">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>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage Enterprise Management (Sage X3<\/a>),\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/gumu-sage-intacct-sage-crm-integration\">Sage Intacct<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\">Sage 100<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-500-erp-integration\">Sage 500<\/a>\u00a0and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\">Sage 300<\/a>).We also offer best-in-class\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage ERP<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\">Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from <a href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\">Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/business-manager\">Greytrix Business Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-project-manager\">Sage CRM Project Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-resource-planner\">Sage CRM Resource Planner<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-contract-manager\">Sage CRM Contract Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-event-manager\">Sage CRM Event Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-budget-planner\">Sage CRM Budget Planner<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/gmail-integration-for-sage-crm\">Gmail Integration<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-mobile-service-signature\">Sage CRM Mobile Service Signature<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-cti-framework\">Sage CRM CTI Framework<\/a>.<\/p>\n<p>Greytrix is a recognized <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/26\/greytrix-on-boards-sage-global-rockstar-isv-program-with-gumu-for-sage-crm-sage-x3-solution\/\">Sage Rockstar ISV Partner<\/a> for GUMU&#x2122; Sage Enterprise Management \u2013 Sage CRM integration also listed on <a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noopener\">Sage Marketplace<\/a>.<\/p>\n<p>For more information on our integration solutions, please contact us at\u00a0<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Search Select Advanced Fields in Sage CRM is one of the powerful tool which helps to sort and search the data efficiently. Just by inputting first few letters of the data, it reduces the search results by sorting the data from the entity\u2019s master table. SSA field of Sage CRM has itself got various properties\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/29\/using-restrictor-field-with-search-select-advanced-field-in-sage-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[73,155,321,332,342,353,354,383,385],"tags":[1943,1944,1945,2247,2343,2544],"class_list":["post-14703","post","type-post","status-publish","format-standard","hentry","category-configuration","category-fields","category-restriction","category-sage-crm","category-sage-crm7-3","category-search-screen","category-search-select-advanced","category-ssa","category-standard-field","tag-restrictor-field","tag-restrictor-field-of-ssa","tag-restrictor-field-property","tag-search-select-advanced-field","tag-ssa-field-in-sage-crm","tag-using-restrictor-field-with-search-select-advanced-field-in-sage-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Using Restrictor field with Search Select Advanced field in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/29\/using-restrictor-field-with-search-select-advanced-field-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Using Restrictor field with Search Select Advanced field in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Search Select Advanced Fields in Sage CRM is one of the powerful tool which helps to sort and search the data efficiently. 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