There are commonly repeating prerequisites to assigning rights. Descriptions follow for basic record rights and well as rights to sections or pages associated with a record type.
Requirements for Rights to Individual Categories and Custom Fields
The following generally apply to all record types that are standard with TeamConnect:
•When assigning view or edit rights to a custom field, the corresponding rights to the related category are also required.
•Update rights to custom field requires view rights to custom field and view rights to related category.
The following table describes the dependencies between rights to access an individual category for Account, Contact, Invoice, Project (custom object).
Dependencies for Rights to a Category for a Record Type
Rights |
Also Requires ___ Right |
Example |
View Record category |
View Records |
For example, if the View Contact Employee category right is assigned, the View Contact Records right must also be assigned. |
Add Record category |
View Records Edit Records View Record category |
For example, if the Create Contact Employee category right is assigned, the following must also be assigned: •View Contact Records right •Edit Contact Records right •View Contact Employee category right |
Remove Record category |
View Records Edit Records View Record category |
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The following table describes the dependencies between rights to access a custom field for a record type.
Dependencies for Rights to a Custom Field for a Record Type
Rights |
Also Requires ___ Right |
Example |
View Record custom field |
View Records View Record category |
For example, if the View Contact Full-time custom field right is assigned (associated with the Employee category), the following must also be assigned: •View Contact Records right •View Contact Employee category right |
Edit Record custom field |
View Records Edit Records View Record category |
|
Categories can be created with parent-child hierarchies.
The following table describes the dependencies between rights for categories with parent-child relationships for a record type. For the example column, assume that categories have been added to the Contact object definition.
Dependencies for Rights to Categories with parent-child relationships for a Record Type
Rights |
Also Requires ___ Right |
Example |
View Record category (child) |
View Records View Record category (parent) Add Record category (parent) Remove Record category (parent) |
For example, if the View Contact all categories right is assigned, the View Contact Records right must also be assigned. |
Add Record category (child) |
View Records Edit Records View Record category (child) View Record category (parent) Add Record category (parent) Remove Record category (parent) |
For example, assume that a solution developer has created a parent category, External, for Contacts. Also assume that a child category, External Court, was created for Contacts. Assigning the Add External > Court category right requires assigning the View External > Court category, Add External category, and View External category rights. |
Remove Record category (child) |
View Records Edit Records View Record category (child) View Record category (parent) Add Record category (parent) Remove Record category (parent) |
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