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Field Revision Annotations

36 bytes removed, 14:09, 25 August 2016
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{{UnderConstruction}}[[Image:Annotation_2.png|link=|500px]][[Image:Spacer.png|link=]] [[Image:Annotation_1a.png|link=|700px]] 
''Image 1. the Annotation Tab illustrated (above).''<br />
''Image 2. Example annotations displayed on the Annotation Tab (above)''<br />
__notoc__
==Feature Overview==
Flexible Status based security allows you to configure role-based permissions to allow different users the ability to view or add annotations to fields while others the ability to edit the field value.
==Illustrated==
[[Image:Annotation_2.png|link=|500px]][[Image:Spacer.png|link=]]
[[Image:Annotation_1a.png|link=|700px]]
 
''Image 1. the Annotation Tab illustrated (above).''<br />
''Image 2. Example annotations displayed on the Annotation Tab (above)''<br />
==Configuring Field Revision Annotations==
You can then go to a UTA and configure [[UTA role|UTA Role]] based permissions against individual UTA Statuses to control who can view and edit the annotations, and who can modify fields in annotation mode.
 
===Creating an Annotation Type===
::* View only: define those roles that are only able to view this Annotation type
* Click '''Save'''.
 
===Configure Role based permissions against individual UTA Statuses===
[[Image:TurnOnAnnotation.png]]
 
[[Image:TurnOffAnnotation.png]]
 
[[Image:AnnotationTab.png]]
 
Turning on Annotation also exposes a series of Edit, View or Modify options against individual Standard and Custom fields.
[[Image:NewAnnotationButtons.png]]
 
If the user has View and Create Annotation permissions then, when they click on a field caption which has already annotations, they would see a small icon with the caption '''Reply''' and the historic annotations displayed.
[[Image:AnnotationReplyButton.png]]
 
If they click on this '''New Annotation''' or '''Reply''' button then they should be presented with the New Annotation screen.
[[Image:NewAnnotationScreen.png|900px]]
 
They can select the Annotation Type, with the list of available Annotation Types controlled by the Role Permission settings for the individual types.
They can also enter text in the Message field and click Save.
 
[[Image:AnnotationViewOnlyScreen.png]]
 
If the user has both Edit Field in Annotation Mode Roles and View and Create Annotation permissions then, when they click on a field caption which has already annotations, they would see a small icon with the caption '''Reply/Modify''' and the historic annotations displayed.
[[Image:AnnotationEditFieldButton.png]]
 
If the user clicks on the ''New Annotations''' or ''Reply/Modify''' button then they will see a Field Value option in the New Annotation screen.
[[Image:AnnotationEditFieldScreen.png|900px]]
 
If they edit the Field Value and click Save then the value stored against the field will be updated accordingly.
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