Smartstaff, administrator
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The Field Permission Matrix allows a System Administrator to define a set of rules governing view and edit permissions. These rules are based on a combination of user [[role]] and record [[status]]. This set of rules, known as the Permission Matrix, can then be applied to multiple fields.
The Field Permission Matrix exists for two reasons:
* in order to make it easier for System Administrators to apply [[Visibility Condition|visibility conditions ]] to a set of fields; and
* to increase server efficiency (rather than validating potentially hundreds of visibility conditions, when the Field Permission Matrix is used, validation takes place once and is then applied to all affected fields).
==Application to Custom Fields==
Now that the Field Permission Matrix has been defined, edit a custom field for which you want the Field Permission Matrix to apply.[[Image:FPM7.jpg|link=]]<br><br>In the settings for that custom field, select your newly-created Permission Matrix from the "Field Permission Matrix" dropdown. Then save the changes to your custom field settings.
[[Image:FPM8.jpg|link=]]<br><br>
In the settings for that custom field, select your newly-created Permission Matrix from the "Field Permission Matrix" dropdown. Then save the changes to your custom field settings.<br>
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You can view the rules that have been defined for the Field Permission Matrix currently applied to the custom field by clicking the "View Matrix" button. Note that the custom field ID and name for the custom field to which the Field Permission Matrix has been applied now displays in the '''Custom Fields''' section.<br><br>
[[Image:FPM11.jpg|link=]]<br><br>
System Administrators can use the [[Batch Update Custom Field Settings|Batch Update]] functionality to apply a Field Permission Matrix to a series of custom fields.
==See Also==
* [[Visibility Condition]]s
* [[Batch Update Custom Field Settings]]
{{VisibilityofCustomFields}}
[[Category:Security]][[Category:UTA Settings]]