How Do I Prevent Users from Drilling Down on Accounts? Article

How Do I Prevent Users from Drilling Down on Accounts? Article

This functionality can be used to:

A) from a security viewpoint prevent Users from Drilling Down on Account detail; and

B) prevent accidental Drill Down on high volume accounts which can result in system slowdown.


1) Search for the Object for which you wish to disable the drill down functionality;

2) Uncheck the "TrxDrillDown" box;

3) Save your work by clicking "Save Objects".


To re-enable Object drilldown check the box and save.



Below is a Drill Down result with the Drill Down functionality disabled:




And below is the same Drill Down result with the Drill Down functionality enabled:


    • Related Articles

    • Locking/Unlocking Accounts Article

      Accounts can be "Locked" and turned to a read only status to prevent further edits.   This feature is available on many screens. A) Examples to Show if an Account /Line Item/Asset is Locked: When an account is locked it will show as all grayed, as on ...

    • Manage Budget Accounts Article

      Standard functionality is Print, Export to Excel, Print to PDF, Auto-fit Columns, Expand/Reduce Column Width, Filter, Column Data Sort - Ascending/Descending, and Copy and Paste. The Right-Click Menu and Short-Cut Keys are: In order to free-up ...

    • Synchronize Chart of Accounts Article

      Standard functionality includes Print, Export to Excel, Print to PDF, and  Auto-size Columns. When the system is first setup Great Plains Accounting ("ERP") software General Ledger ("GL")  Account Numbers are imported into Dynamic Budgets using  the ...

    • Import Custom Users Article

      When a group of employees are to be assigned the same or very similar security settings it can be efficient  to setup a template User and clone/duplicate the template to these employees.  This screen is a tool to clone/duplicate a template to ...

    • Map Users to Companies Article

          Tutorial Link This is the second step in setting up new users that will use the Windows Corporate Directory's User IDs and passwords to log-in.  Users are provided access to CompanyDB and can be set-up for AutoSync.  Please see How Do I Create ...