Using the Secured Action Detail View

The system administrator and users with the appropriate role can access these features.The system administrator and users with an administrator role can access these features.

Use the Detail view to see, add, or edit information for a selected record. The Detail view consists of information boxes, tabs, and a user-defined middle section.

How Do I?

Create a secured action

Open the Secured Action Detail viewClosed

  1. On the Navigation Bar, click Administration, and then click Secured Actions to open the Secured Actions List view.
  2. Click a secured action in the list, or use the Lookup to locate a secured action.

Use the Lookup to search for records

Open a group

Switch to the List viewClosed

Information Boxes

The secured action information boxes contain the primary information about the secured action.

  • Secured Action - The secured action name.
  • Description - Descriptive information about the secured action.

Detail View Tabs

Each tab shows specific information related to the secured action. Click a link to see more information about each tab.

Roles
Locations

user defined section

You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.

Related Topics

What are Roles and Secured Actions?

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.