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Decide who may open what, across companies and branches · presentation 4 of 5 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Decide who may open what, across companies and branches · presentation 4 of 5

Hiding a column is not withholding a number

You can predict exactly which columns a HIDE or SHOW toggle removes, for whom…

How a column decides

Step 1 — See that two different controls govern one column

You will stop looking for one switch.

Screen capture pending the demo tenant

A document listing grid with a column tool panel open

Step 2 — Learn the rule, because it is an OR and everyone assumes an AND

You will predict the outcome correctly.

Where this step sits
    flowchart TD
  s1["1. See that two different controls govern…"]
  s2["2. Learn the rule, because it is…"]
  s3["3. Understand what hiding actually did"]
  s4["4. Meet the screen that declares two…"]
  s5["5. Remember whose screen you just changed"]
  s6["6. Use the control that actually refuses"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s2 here;

What it does not do

Step 3 — Understand what hiding actually did

You will describe this control honestly.

What this step names
  1. The row was fetched from the server with every field on it
  2. Margin included
  3. On at least one screen the hidden column is calculated from a…

Step 4 — Meet the screen that declares two dozen pairs and uses none

You will know why a toggle you set did nothing.

What this step names
  1. The Sales Invoice **document listing** carries a list of twenty-four of these…
  2. Branch
  3. Client references
  4. The receivables block
  5. The dimension
  6. Segment

Step 5 — Remember whose screen you just changed

You will pick your moment.

What you do
  1. Read the whole panel before you save it, do it on a quiet day…

What to use instead

Step 6 — Use the control that actually refuses

You will know what to reach for when it really matters.

What you do
  1. Use column visibility for tidiness, server-side permissions for restriction…

NarrationSlide 1 of 10

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