Specifying form controls for function codes
In Configure Templates, you can
specify form control for function codes by role, symbol, and class. These choices can be used
to further restrict user access to the function codes in these object
> grids: Attachments, Notes, and
Embedded Images.
- Open the Configure Templates form.
- Select the Role > Symbol > Class.
- Click .
- Click the Function Codes tab.
- Specify the appropriate form control for each function code.
The table describes these form controls.
| Form Control | Description |
|---|---|
| Hide | This function code is hidden from the Attachments, Notes, and Embedded Images grids. |
| Read Only | This function code is read-only in the Attachments, Notes, and
Embedded Images grids. Attachments cannot be added. |
| Add/Update | This function code is editable in the Attachments, Notes, and
Embedded Images grids. Attachments cannot be deleted. |
| Add/Update/Delete | This function code is editable in the Attachments, Notes, and
Embedded Images grids. Attachments can be deleted. |
Hierarchy for security
- ACL security and Object security take precedence over the form controls in Configure Templates.
- In Configure Templates, there is a Read Only check box for the Attachments, Notes, and Embedded Images tabs. This check box takes precedence over the form control in the tab.
- The form control in the tab can only further restrict the access to the Attachments, Notes, and Embedded Images tabs.
What if a user does not have access to an object (from other forms of security)? These form controls do not grant any access to the corresponding object > tab.