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Hiding inactive locations

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Valued Contributor

Hiding inactive locations

One of our Trim admins is trying to hide an organization location so that it can't be used by our agency's staff.  However when the location is marked as inactive, it still appears in Search>Find Locations even though Trim's built-in help claims non admin level users would not see inactive locations in this way.  It also doesn't prevent them from using the location.  In our testing dataset, the location's access controls were changed to restrict "can use" access to admin users, but even then it still allows non admin users to use the location.  Is there something we're missing, or will we have to delete the location to ensure its use is prevented?

4 REPLIES
Honored Contributor

Re: Hiding inactive locations

Can Use should prevent it from being selected during record creation or modification. Same with inactive.

Find Locations will always show all locations unless you change your default filters (which you can push to global). Reason being maybe you need to search for records assigned to an old organization.
Valued Contributor

Re: Hiding inactive locations

Does that mean this excerpt from the help is incorrect?

 


"Deactivating Locations" wrote:
  • The deactivated Location can only be viewed within the Search - Find Locations function by a user of user type Administrator

 

Honored Contributor

Re: Hiding inactive locations

Yes, that's definitely incorrect.

Valued Contributor

Re: Hiding inactive locations

[ Edited ]

Looks like the documentation has been corrected on this point by 7.2.1.  I'll open a support ticket about the "can use" problem.

 

Thank you for your assistance.