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Permission Quick Edit

59 bytes added, 18:43, 22 August 2018
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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 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.
The Along the top 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 entity are displayed as tabs top; if condition is Category Type Security then you will see list of org categories along the top).
Along the top of each tab The Custom fields themselves are listed on the individual options for the [[Field Permissions|permission conditions]] (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 left hand side, with an Edit button to take users directly to the top)Custom field.
The Custom fields themselves are listed on the left hand side.
[[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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