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Permission Quick Edit

135 bytes added, 18:43, 22 August 2018
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The Permission Quick Edit feature allows a System Administrator to quickly view and modify the [[Visibility Condition|visibility conditions]] for each custom fieldassociated with a particular [[Entity|entity]]. The [[Field Permissions]] available are determined by the entity associated with the custom fields.
The [[Field Permissions]] available are determined by the [[Entity]] associated with the custom fields.
==Configuration==
The Permission Quick Edit feature is accessible for all entities by clicking on the button at the top of the corresponding Custom Field List view:<br />
[[Image:PermissionQuickEdit1.png|link=|border]]
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=|border]]<br>
After clicking on the link, the The Permission Quick Edit matrix page is has [[Field Permissions|permission conditions]] specific to the entity displayedas tabs along the top of the page.
Tabs along Along the top show of each tab are the individual options for the [[Field Permissions|permission conditionscondition]] specific to (e.g. if condition is Role Security then you will see list of roles along the entitytop; if condition is Category Type Security then you will see list of org categories along the top).
The Custom fields themselves are listed on the left hand side, with an Edit button to take users directly to the Custom field.
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).
[[Image:PermissionQuickEdit2.png|link=|border]]
[[Image:PermissionQuickEdit2.png|link=|border]]<br>
* Click on the tab tabs along the top for the [[Field Permissions|permission condition]] you wish to view or update.
* 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 for each custom field and can be checked or 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.
Smartstaff, administrator
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