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Table of Contents

Configuring a setting

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Configure the data type and other aspects of the setting rule to define when an Access of Role to Object rule takes effect.

You must complete the following task before you can configure a setting: Creating a setting.
  1. Create a setting, or open an existing instance from the navigation panel by clicking Records Security Setting and selecting an instance.

  2. In the Data Type list, select the data type of the property to be evaluated for this setting.

    • String
    • Integer
    • Decimal
    • Date Time
  3. In the Multiple Setting Behavior list, select how to evaluate the setting when a user holds two or more access roles that each have a value for this setting.

    • To use the minimum value, select Smallest.
    • To use the maximum value, select Largest.
  4. Optional:

    In the Setting Edit field, press the Down Arrow key and select an edit input rule to apply to the setting value when a developer saves an Access of Role to Object rule containing this setting.

  5. Optional:

    To sort values for this setting in a different order than the default sort implied by the data type, in the Sort Function field, press the Down Arrow key and select a function.

    The three setting values are "Gold", "Silver", and "Platinum", which you want to appear in that order. Your function can define an order that makes "Platinum" the maximum value rather than the middle value.
  6. To identify product rules for this setting rule, in the Product List section, press the Add a row icon and enter the following values:

    1. In the Product Name field, press the Down Arrow key and select the product name.

    2. In the Product Version field, press the Down Arrow key and select the product version.

  7. Click Save.

  • Using setting rules

    Use a setting rule to define a name and data type for a setting that your application can use for finely tuned access control. You can define access for different access roles based on the value of a setting. You associate the setting name and value on the Access of Role to Object rules for various class/role combinations.

  • Defining access settings for an Access of Role to Object rule

    To more precisely define access to instances of a class, you associate one or more access settings with an access role by using the Settings tab of the Access of Role to Object rule form. Specifying access settings is optional.

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