Creating default security for objects

A default record contains data that you want used every time a new instance of the object is created. Default records for formulas and items contain security information and other data.

Scenario Security
Default formula security
  • Owner security (i.e., for a single user)
  • Group security
  • Role security (i.e. for everyone who is logged in)
All new formulas Default security is inherited by every new object of that type.

For example, you can create a formula default that enables:

  • The owner to modify the formula instance and all its details and delete the formula instance.
  • Users in the FORMULATION group to update, but not delete the formula instance.
  • All other users to read or copy the formula instance.

Assign security to the formula in the Security tab of the Formula form.

Temporary formula adjustments can be made with a security level of 3. This enables what-if scenarios. But the changes cannot be saved unless the user has a security level of at least 7.

Note: Do not delete the default records. These records are used by Optiva to create new records. To allow read-only access, assign Read/Copy privileges to the object’s security. Then, assign Read privileges for the form security in the Role form.