To define restrictions for a window:You can define your own versions of templates and some standard windows in the Form Customization window.
See: List of Configurable Windows
Note: If you want to restrict access to query-only for a window, you do not need to create a separate version. Instead you create a new form function, setting the QUERY_ONLY parameter to YES.
To define restrictions for a window:Select the name of the window in the Form to be customized field.
Enter the name of your new version in the Name field. This name is used when defining menus but it is not seen by users.
Select Enabled if you want the restrictions to come into effect. If you do not select this option, the configured version of the window behaves the same way as the standard version.
Enter the titles to appear in the new version of the window:
In the Standard Title field, enter the window title to be seen by users who can use the window for data entry and editing.
In the Query Title field, enter the window title to be seen by users who have view-only access to the window.
Note: If you are configuring a template, the titles entered for the template in the People Management Configurator window override those entered here.
Save your new version.
In the Restrictions block, select the Type and Value of the restrictions you want to define. The types and values available depend on the window you are configuring.
Note: If you are using the Person Type restriction, you can choose whether to include or exclude the selected person type using the available radio buttons. If you select any other type of restriction, the radio button is automatically set to Include.