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Completing the Security tab

About Attachment Category rules

 zzz Show all 

Use this tab to restrict user operations for attachments of this category and work type based on privileges and when rule. The user must meet any one restriction (privilege or when rule) to gain access.

For more information, see How to use attachment categories.

 zzzAccess Control List by Privilege

Complete this optional array to limit user capabilities for attachments of this category based on privilege rules. If blank, no privilege is required. However, when rules (if specified in the Access Control by When Rule array) still apply. If an operation check box is not selected (blank), the qualified user cannot perform it.

Field

Description

Access Control List by Privilege

ArrayThe order of rows in this array is not significant. When multiple rows associate a privilege and a capability, a user must hold at least one of the privileges.

Privilege Name

SmartPrompt Select a Privilege Name — second key part of a privilege rule. When you save the rule, the system uses the Applies To class of this attachment category to validate the privilege name.

Create

Select to grant the ability to add attachments of this category to only those requestors who hold the privilege in the Privilege Name field.

Edit

Select to grant the ability to edit attachments of this category to only those requestors who hold the privilege in the Privilege Name field.

Permission to Edit implies permission to View.

View

Select to grant the ability to view attachments of this category to only those requestors who hold the privilege in the Privilege Name field.

Delete Own

Select to grant the ability to delete attachments of this category that they added earlier to only those requestors who hold the privilege in the Privilege Name field.

Delete Any

Select to grant the ability to delete any attachments of this category to only those requestors who hold the privilege in the Privilege Name field.

Permission to Delete Any implies permission to Delete Own.

For an example, see the Pega Developer Network article PRKB-25589 How to enable attachment security using attachment categories.

NoteAttachment category rules do not allow anyone to delete correspondence items, a special form of file attachment. The system retains correspondence as a permanent record of information that was conveyed to an outside party or system.

 zzzAccess Control List by When Rule

Complete this optional array to limit user capabilities for attachments of this category based on when condition rules. If this array is blank, there are no when condition tests for access. However, privileges (if specified in the Access Control List by Privilege array) still apply. If an operation check box is not selected (blank), the qualified user cannot perform it.

Field

Description

Access Control List by When

ArrayThe order of rows in this array is not significant. When multiple rows associate a when condition rule and a capability, at least one of the when rules must evaluate to true.

Rule

zzzEnter the When Name key part of a when condition rule. Rule resolution uses this name and the Applies To key part of this attachment category rule to find the when rule.

You can reference the standard rule @baseclass.always to enable capabilities.

Create

Select to grant the ability to add attachments of this category to runtime environments where the when rule evaluates to true.

Edit

Select to grant the ability to edit attachments of this category to runtime environments where the when rule evaluates to true.

View

Select to grant the ability to view attachments of this category to runtime environments where the when rule evaluates to true.

Delete Own

Select to grant the ability to delete attachments of this category that the same operator added to runtime environments where the when rule evaluates to true.

Delete Any

Select to grant the ability to delete any attachment of this category to runtime environments where the when rule evaluates to true.

 zzzAdditional Security Options

Field

Description

Enable Attachment Level Security

Select to allow the operator who attaches a file attachment of this category to identify one or more work groups that have access to the attachment.

This attachment-level restriction, if enabled, operates in addition to and independently of any restrictions defined on this tab for the category. For an example, see Pega Developer Network article PDNPRKB-25595 How to control access to categorized attachments.

zzz About Attachment Category rules