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security:visibility [2015/04/30 16:10] asok |
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====Settings==== | ====Settings==== | ||
- | To enter visibility settings go to | + | To add visibility settings, go to |
+ | |||
+ | System Administration->Users and Security->Visibility tab and enter the Team, Context and Values for which visibility is allowed. **Once you set up any value for a particular context, all users not satisfying the condition will be barred from viewing any record in all lists** in the system, unless an exception has been set up as described in the next section. | ||
+ | |||
+ | For instance, if you set up | ||
+ | |||
+ | Team: Orchard, Context: Warehouse, General Stores | ||
+ | |||
+ | Only members and managers belonging to team: Orchard can see rows containing the Warehouse: General Stores in all lists in the system. | ||
+ | |||
+ | ====Defining Exceptions -- Exempted Fields==== | ||
+ | The settings here apply to all lists in all modules. However, you may set up exceptions for certain modules by going to | ||
+ | |||
+ | Cross Application->Settings->Default tab and setting up Security Exempted Fields | ||
+ | |||
+ | Say, you enter: xwh gl ar ap, xinvnum gl po | ||
+ | |||
+ | This will exempt | ||
+ | |||
+ | - xwh restrictions in Visibility settings for all lists in gl, ar and ap modules, and | ||
+ | - xinvnum restrictions in Transaction Code settings for all lists in gl and po modules. | ||
- | System Administration | ||
====Adding New Contexts==== | ====Adding New Contexts==== | ||
+ | |||
+ | The contexts are defined in the resource file **cateamg.json**. You can easily override this file by modifying the file and placing it in a custom folder. | ||
+ | |||
+ | For instance, if you want add a new context, say, Location, insert the following snippet into cateamg.json. | ||
+ | |||
+ | <file> | ||
+ | { | ||
+ | "context":"Location", | ||
+ | "field": "xlocation", | ||
+ | "group": "xlocation", | ||
+ | "table": "caloc" | ||
+ | }, | ||
+ | </file> | ||