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Created page with "The Permission Quick Edit feature allows a System Administrator to quickly view and modify the visibility conditions for each custom field. The Fie..."
The Permission Quick Edit feature allows a System Administrator to quickly view and modify the [[Visibility Condition|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 [[Entity|entities]]:<br>
[[Image:PermissionQuickEdit1.jpg|link=]]<br><br>
After clicking on the link, the Permission Quick Edit matrix page is displayed.
[[Image:PermissionQuickEdit2.jpg|link=]]<br><br>
* Click on the tab along the top for the [[Field Permissions|permission condition]] you wish to view or update.
* Custom fields are listed on the left hand side, while the options for the [[Field Permissions|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).
* Select appropriate option from the '''Permissions & Availability''' drop-down for the [[Field Permissions|field permission]] you wish to view or update.
* The check boxes should display the actual permissions set and can be checked . 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.
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 [[Entity|entities]]:<br>
[[Image:PermissionQuickEdit1.jpg|link=]]<br><br>
After clicking on the link, the Permission Quick Edit matrix page is displayed.
[[Image:PermissionQuickEdit2.jpg|link=]]<br><br>
* Click on the tab along the top for the [[Field Permissions|permission condition]] you wish to view or update.
* Custom fields are listed on the left hand side, while the options for the [[Field Permissions|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).
* Select appropriate option from the '''Permissions & Availability''' drop-down for the [[Field Permissions|field permission]] you wish to view or update.
* The check boxes should display the actual permissions set and can be checked . 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.
