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Custom Fields – General Information

1,365 bytes added, 17:54, 27 June 2019

→‎Permissions & Availability

The syntax for these field types varies (some are processed on the server and other in a JavaScript in the client) and is explained for the individual field type.-->

==Permissions & Availability==

The second tab available when opening a '''Custom Field '''is usually the '''Permissions & Availability '''section. Although the sectioning of permissions and availability will differ depending on what type of Custom Field it is , as well as to what part of the system it is attached to, the '''Permissions & Availability '''options might look something like this:

:: [[File:Custom fields permissions and availability.png|500px|border]]

Access to a [[Custom Field|custom field]] is controlled by permissions. These can be found and set in any custom field, on the Permissions and Availability tab. You can set only certain roles to be able to see/edit a field, or you can do the same thing with statuses. An example would be denying the '''Applicant''' role permission to see the '''Decision '''custom field (as this would reveal pre-emptively whether or not their application has been approved or denied).

||'''Organizations Status - Field Permissions'''

||

'''Allow View Field: '''Click into this text box to select which [[Status|statuses]] will have permission to ''view ''this field. In this case the status must be relating to the organization - that is, only an organization that ''is ''in the selected statuses will be able to see this field when opening a record.

'''Allow Modify Field: ~~ ~~'''Click into this text box to select which statuses will have permission to ''modify ''this field.

'''Deny View Field: '''Click into this text box to select which statuses will be ''denied ''permission to view this field. For example, an organization that is in '''Inactive ''''''Status '''might be denied permission to view fields as there is no need for them to know that information.

'''Deny Modify Field: '''Click into this text box to select which statuses will be ''denied ''permission to ''modify ''this field.

|-

||'''Category - Field Availability'''

||

'''Include Field For: '''Click into this text box to select which [[Client Categories|organization categories]] will have permission to have this field to fill out.

'''Exclude Field For: '''Click into this text box to select which [[Client Categories|organization categories]] will not have permission to have this field to fill out.

|}

||Categories

|-

||UTA {{ l1 }} Entities

||UTA Level 1 Template Entities

|}

Emmy Fu

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Custom Fields – General Information

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