Access limitations can be defined for User Defined fields associated with Projects based on Security Profiles. Within the Access Control tab, you can choose to either hide the associated User Defined Field(s) or bar users from editing/updating them either from Project edit or Projects list.
This article details the available options from the Access Control tab of UDFs associated to Projects.
Note:
- Tab Security options set (Setup > Organization > System > Security > Security Profile) supersede the User Defined Field Access Control settings.
- The Reporting module(s) are not impacted by this feature.
- Any changes made to the User Defined Field Access Control settings can be audited. For more information on the auditing of changes to the User Defined Field Access Control settings at the Project or User level, click here.
The Access Control tab
- Multi or single select rule(s).
- Select all rules.
- Delete
selected rules: When one or more rules are selected, the multi-delete button becomes available. - Mass Action on selected items: Change the visibility to Hidden or Read-only for multiple UDFs concurrently.
- Click Refresh
to refresh the page. - Click to Export
the list to Excel. - Change the visibility to Hidden or Read-only for a single UDF.
- Delete a single rule.
- Use the contains-in logic search to search for items. The available criteria are: Security Roles and User Defined Fields. For further details refer to Searching for an item.
- Pagination: The Pagination facilitates moving to a new list page and to view the number of list items and pages.
- Create a New Access Control.