QuoteWerks Support Portal

We have several Divisions within our company.  We would like to get more users utilizing QuoteWerks, but it needs to be simplified for the users.

I have created separate quote Layouts with different Letterheads for each division.  I have also setup the users so they can only see quotes within their department.

The problem I have now is that I have 15 different Layouts to sort through 

(I don’t want users to use the wrong quote layout) which is why I would like to limit the available layout that only pertain to them or their group.

(To keep it simple.)

Brad Silven | CAI Software, LLC

Yes, this should be achievable.

I once got a client from 36 different layouts (ouch!) down to 3, using some clever filtering and dialog fields (prompts).

It sounds like you need to have multiple Report Headers, relating to each division.

You can then use a filter for each section along the lines of;

Application->&LoggedInUserFullNameOrUserName="xxxx".or.Application->&LoggedInUserFullNameOrUserName="yyyy".or.Application->&LoggedInUserFullNameOrUserName="zzzz"

It will then only show that report header for those users.

Unfortunately, we can't have multiple Page Headers or Page Footers, so we might need a few complex formulae in there to ensure the correct data is displayed.

Matt,

Thank you for the reply and it sounds like a logical workaround, but how do you handle a users that quote for multiple divisions?

Your method would limit them to one heading only. Correct?

My original method would, yes.

Unless, you 'tagged' the quote somehow to the division.

i.e. 

(Application->&LoggedInUserFullNameOrUserName="xxxx".or.Application->&LoggedInUserFullNameOrUserName="yyyy".or.Application->&LoggedInUserFullNameOrUserName="zzzz")

.and.

DocumentHeaders->CustomText01="DivisionA"

Now, this is handy!

Being the awkward user here(!), and trying not to detract from how useful the above is(!), any way of implementing this for QV customer facing templates, too?

Thanks John,

I'm one of the worst (best?!) at seeing a new feature and immediately moving on to further uses for similar functionality.

A few of my clients have the following sort of mindset:

"Ah, yeah, that feature we asked for is implemented now - that's good.. but we can't possibly use it until X/Y/Z are added, too (which we've never asked for or even thought of until now!)"

John,

Do these user-based security features also apply to Management Reports?

I have finally found the time to start implementing this and I wanted to know what output is included.   (right now, I have removed the reports button from most users but I need to have the ability to allow them 1 or 2 reports which is not possible. )

Hi Brad,

No, not yet at least.

It is possible to achieve this, in a round about sort of way though.

Leave the Management Reports menu option disabled for the relevant user(s).

Tools > Customize Menus

Create a new menu with an option of something like:

"&SYS_InstallPath/qw.exe" /r:"report01.rcf"

Replacing "report01" with the filename of your report.

Well I think it is great that we can set security on layouts. I have a slightly different challenge but along the same concept.

I would much rather have a tree where I can have a folder if infrequently used layouts. I also want layouts to only show on Additional.

Is there a way to do this?  I know I can do this with my literature just by creating folders. Seams to me that is the way to go.

I have a couple of example report Layouts based on User-specific or password security. They use Filters similar to the idea Matt posted in the first reply above. Email steve@hilltopsit.co.uk if you'd find them useful and I'll send you copies.