Permission Quick Edit

The Permission Quick Edit feature allows a System Administrator to quickly view and modify the visibility conditions for each custom field.

The Field Permissions available are determined by the Entity associated with the custom fields.

Configuration

The Permission Quick Edit feature is accessible from the top of the Custom Field List view for all entities:

After clicking on the link, the Permission Quick Edit matrix page is displayed.

Tabs along the top show the permission conditions specific to the entity.

Custom fields are listed on the left hand side.

The options for the permission conditions are listed along the top (e.g. if condition is Role Security then you will see list of roles along the top; if condition is Category Type Security then you will see list of org categories along the top).

• Click on the tab along the top for the permission condition you wish to view or update.
• Select appropriate option from the Permissions & Availability drop-down for the field permission you wish to view or update.
• The check boxes should display the actual permissions set for each custom field and can be checked or unchecked as required.
• Click on the Apply button to save any changes made.
• Settings should now be applied against individual Custom Fields.
• Click Edit icon to the far left to navigate to an individual custom field.