Field Permission Matrix
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.
Raison d'être
The Field Permission Matrix exists for two reasons:
- in order to make it easier for System Administrators to apply 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).
Examples of situations in which a System Administrator may want to utilize the Field Permission Matrix are:
- when there are a series of fields that should be visible to a given group of roles in one status and to another group of roles in another;
- when there are a series of fields that should be editable in a certain status and not in others; or
- any combination of the above.
Configuration
The Field Permission Matrix is configured on the main Settings page of a UTA:
The following blank page is displayed. Click on the "New" button to create a new Matrix.
Type in a name for your new Field Permission Matrix and select a "Type" (whether the Matrix will be used on Level 1, Level 2 or Level 3 custom fields.
Application to Custom Fields
See Also
Visibility of Custom Fields can also be controlled using:
- Role Field Permissions
- Status Field Permissions
- Type Field Permissions
- Field Permission Matrix
- Show/Hide Header
