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).
** The Custom Fields section will populate when you have applied your Field Permission Matrix to your custom fields. (This happens later on, you can disregard the Custom Fields section for now.)
** The Status dropdown will display a list of the [[status]]es available in your [[UTA]].
** The Permission Matrix section is where you will set define your rules for the currently-selected '''Status'''.
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* An example is below:
[[Image:FPM6FPM10.jpg|link=]]<br><br>* In this example, for the "Approved - Modified" status:** Users possessing the "Manager" role will be able to view, but not edit the fields to which this Permission Matrix is applied;** Only users possessing the "System Administrator" role can edit and view the fields to which this Permission Matrix is applied; and** All other roles cannot view or edit the fields to which this Permission Matrix is applied. * Now the System Administrator will choose another status from the '''Status''' dropdown and set the rules for that status. * The process is repeated until rules have been set for all applicable statuses.
==Application to Custom Fields==
[[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><br>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:FPM9FPM11.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]]