User Group filters now applied where they were not applied previously

User Group filters are now applied to the following forms to prevent records being viewed if the current User does not have permission to view them:

• Account Log
• Client Log
• Security Statement Item Log
• Security Statement Log
• Workflows

The following reports now apply User Group filters:

• Workflow Details
• Workflow List

The following Task Manager Tasks now give a warning and show limited information if the current User should not be able to view details:

• Account Closed Pending Review Date
• Account Log
• Account Quote Outstanding
• Account Quote Ready to Open
• Account Review
• Account Suspension Review
• Client Log
• Pending Withdrawal Review
• Security Item Log
• Security Stmt Log
• Security Stmt Review
• Workflow Review

The finTask object now has a .IsFilteredOut property which can be used by Scripts to decide what information to display if a Task is filtered out (usually this will indicate an issue, e.g., if an Account's Account Manager is a User who cannot actually view the Account).

Task Manager Workflows will also give a warning if the current User should not be able to view details. The finTaskManagerWorkflow object now has a .IsFilteredOut property which can be used by Scripts to decide what information to display if a Workflow is filtered out (usually this will indicate an issue, e.g., if an Account's Account Manager is a User who cannot actually view the Account).

The Task Manager will show a warning message instead of a Task or Workflow summary if an item is filtered out and no actions will be available for the Task or Workflow.