How can we achieve "Folder" type functionality In Fusion Invoice Form? (Doc ID 2026285.1)

Last updated on DECEMBER 02, 2022

Applies to:

Goal

How do we restrict the columns that can be viewed and entered on the Invoice Line for a user or role, not just for a session but for every time the user/ role signs in?

For example if I do not want to see the Invoice distribution column on the Invoice Line, I can use ' View > Columns > Manage Columns" (if it exists) or ' View > Columns > check mark" to decide to hide the column. However, this is valid only for the session and when I log back on, I can see all columns.

1. Is there a way to save the column setups that I make and use it in future sessions?
2. Is there a way to save the column and designate its use, either optionally or fixed, by selected roles e.g. AP Specialist can only see certain columns

Note: I am looking for something similar to the "Folder" functionality in R12.
 

Solution

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