Difference between revisions of "Permission Quick Edit"
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The Permission Quick Edit feature is accessible from the top of the Custom Field List view for all [[Entity|entities]]:<br> | The Permission Quick Edit feature is accessible from the top of the Custom Field List view for all [[Entity|entities]]:<br> | ||
| − | [[Image:PermissionQuickEdit1.png|link=]] | + | [[Image:PermissionQuickEdit1.png|link=|border]]<br> |
After clicking on the link, the Permission Quick Edit matrix page is displayed. | After clicking on the link, the Permission Quick Edit matrix page is displayed. | ||
| − | [[Image:PermissionQuickEdit2.png|link=]] | + | [[Image:PermissionQuickEdit2.png|link=|border]]<br> |
Revision as of 11:42, 11 October 2017
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.
- Click on the tab along the top for the permission condition you wish to view or update.
- Custom fields are listed on the left hand side, while 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).
- 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 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.
