Creating role based configurations for the workspaces

Users with the PORTAL-ContentAdministrator role can create role based configurations, set default values, create rules, and manage field visibility.
Note: This configuration is currently available only for the Accounts Receivable Credit Manager workspace.

To create a role based configuration, follow these steps:

  1. Sign in to Infor OS Portal workspaces.
  2. Click the Navigation menu in the top left of the screen.
  3. Select OS in the Applications section. The OS application is opened.
  4. Click Portal on the Home screen.
  5. Click Workspaces in the navigation panel to expand the workspace options.
  6. Click a workspace from the list. Possible options:
    • Private Workspaces
    • Published Workspaces
    • Standard Workspaces
    • Dynamic Workspaces
  7. Select the required workspace.
  8. Click Filter Settings. The Filter Settings window is displayed with the Default role and fields.
    Note: You can modify the settings for the fields of the Default role.
  9. Click Add configuration to add a new role based configuration.
  10. Specify and select a functional security role in the Search field. The Functional role field is disabled and defaulted with the specified role.
  11. Select a value in the Based on field if required. This field contains a list of all the available configurations.
  12. Click Save or Cancel in the right pane to add or cancel the new role based configuration. The new configuration is added to the list in the left pane.
    Note: You can select the configuration and click Edit icon to modify or Delete icon to remove the selected configuration.
  13. Select the required field in the left pane to modify the settings.
  14. Click the Edit icon in the right pane.
  15. Specify the values in these fields:
    Default value
    Specify a default value for the selected field when a user logs in with the selected role. The user can modify this value in the workspace if required.
    Visible
    Select this checkbox to make the selected field visible to the user in the workspace.
    Enabled
    Select this checkbox to enable the selected field for the user in the workspace.
  16. Click Save or Cancel in the right pane to add or cancel the settings for the selected field.
  17. Click Add rule to create a rule for the required field.
  18. Specify the values in these fields:
    Type
    Select the type of rule to be applied for the selected field. Possible options:
    • Contains
    • Equals
    • In set
    • Not in set
    • Range
    • Starts with
    Value
    Select a value for the rule based on the selected type of rule.
  19. Click Save or Cancel in the right pane to add or cancel the rule for the selected field.
  20. Click Save. The configurations are now updated for the selected workspace.
    Note: Users can view and use all the configuration roles and fields in the workspace.