If you do not have access to the highlighted function below in your selected responsibility, you will be stopped from performing certain operations in Agreement & Funding Wizard.
Without the Billing function, you will not be allowed to submit an agreement for Import.
Additional Update and Download Security using Custom Views
If you want to restrict users to only be able to update and/or download particular Agreements, you can do so by creating your own database views:
(a) Create a custom database view on the instance that contains the expected agreement records you want to allow access to. You can create as many views as you like and have different views for updating and downloading. The view can contain any number of columns but must have the agreement_id column in the definition.
Example view:
CREATE OR REPLACE FORCE VIEW "APPS"."M4A_PA_AGREEMENTS" ("AGREEMENT_ID", "AGREEMENT_NUM") AS
select agreement_id,
agreement_num,
agreement_type
from pa_agreements_v
where agreement_type = 'Service Agreement';
(b) There are two profiles available where the new view name can be assigned at the Site, Responsibility, and User levels:
• More4Apps: AFW Activate Download override view restrictions
• More4Apps: AFW Activate Update override view restrictions
Note: Ensure the view name is typed correctly as this is not validated in this form.
(c) Update and Download data in the usual manner. If a custom override view is detected and the user does not have access to the agreement record, as the agreement_id does not exist in the override view, a suitable warning message will be displayed in the Wizard worksheet.
Example message:
This functionality is available in Release 1.3.11 and later.
Product Package
Wizard versions higher than 1.3.85 will not require product specific packages, therefore these will not be provided in the zip file when downloaded from the More4apps website.
Modifying a Signed Project
Digital Signatures
We now offer more security for our Wizards by having digital signatures automatically applied to all products. Each product is now more secure for you and provides better visibility for tracking issues with broken signatures.
Copying Worksheets
When copying a workbook from an older version of your Wizard, users may receive the following error due to the older version not having a signature:
Error: You have modified a signed project. You do not have the correct key to sign this project. The signature will be discarded. Do you want to save changes and discard the signature or cancel the save action.
To resolve:
1. If you do not want to track the digital signature then simply select ‘save changes and discard signature’.
2. If you DO want to track the digital signature then the user will be required to copy the original worksheet(s) into a non-xlsm workbook (e.g. xlsx). Once done this can then be copied into the new Wizard.
