Creating an actor context record

Set up an actor context record to define which Finance Group an actor is associated with. You can only associate an actor to one Finance Group and is only allowed to make changes in the system for anything under that Finance Group.

  1. Specify ActorContext in the Search box and click ActorContext in the search results that are displayed.
  2. In the Actor Context window, select Actions > Create.
  3. Click the arrow next to the Actor field and select the actor for which to create the context record.
  4. Click the arrow next to the Unique ID field.

    If a record exists for the Finance Group and data area to associate the actor, select it and then click Save.

    If selecting the Unique ID field does not contain a record for the Finance Group and data area to associate the actor, click the New icon on the Context Property list to define a new one.

  5. In the Context Property window, click the arrow next to Key Field and select FinanceGroup.
  6. Click the arrow next to the Data Area field and select the corresponding data area for the key field.
  7. To make the key field be available everywhere on the system, select the Is Pervasive check box. Forms that do not have the key field can retrieve the field from the actor context record when this check box is selected.
  8. If the user is allowed to change their key field, select the User Modifiable check box.
  9. Click the Save And New icon to create another context record or click the Save icon to save the record and return to the Actor Context window.
  10. On the Actor Context window, specify a unique value for the context record in the Value field and click Save.
  11. If you selected the User Modifiable check box when creating the context record, you can edit the key fields for an actor by selecting Start > User Context.