Dataform and Dataform Field Security
In this topic, we will show you how to:
- Set dataform level security
- Set dataform field level or fieldset level security
- Grant access to a secured dataform, field or fieldset
Setting Dataform Level Security
To set dataform level security:
- Go to System Admin
> Advanced > Dataform Admin.
The Dataform Admin dashboard opens.
- Open the desired dataform by either clicking
(Open) next to the Dataform Name in the grid or by double-clicking the line item of the dataform in the grid.
The Dataform Properties form opens. On the Action Center toolbar, a green lockindicates that the form is not secured. A red lock
indicates that the form is secured.
- What do you want to do?
• | To add security to the dataform: Click the green lock ![]() |
• | To remove security from the dataform: Click red lock ![]() |
- Click Save.
Setting Dataform Field or Fieldset Level Security
To set dataform field or fieldset level security:
- Go to System Admin
> Advanced > Dataform Admin.
The Dataform Admin dashboard opens.
- Open the desired dataform by either clicking
(Open) next to the Dataform Name in the grid or by double-clicking the line item of the dataform in the grid.
The Dataform Properties form opens. - In the Action Center, click Fields.
The list of fields and fieldsets on the dataform are displayed. - Double-click the field or fieldset
you want to secure.
This displays the field or fieldset properties. - In the Settings fieldset, click the Secured checkbox to add field or fieldset security.
This creates a security entity for the field or fieldset using the following format: gen_tablename_fieldname or gen_tablename_fieldsetname. A user must be assigned a minimum of View rights to the security entity for a field or fieldset to appear on the form. To edit the field (or fields within a fieldset), the user must be assigned Edit rights.
Note: See Security topics for general guidance on administering security. Also see Configuring Organization and Workspace Security for more information on security inheritance (or hierarchical security) in ClientSpace.
Granting Access to a Secured Dataform, Field or Fieldset
Note: This section is a quick tutorial on how to edit existing roles to add the new security entity you created. This allows users to access a dataform or dataform field/fieldset that you have secured. For complete details on administering security, review all of the topics in the Security section, including Administering Role Security.
To grant access to a secured dataform, field, or fieldset:
1. | Click your username in the top right corner of the ClientSpace window. EX: developer |
2. | Click System Admin![]() |
3. | Go to Security > Roles. |
The Security Roles dashboard opens.
4. | Click ![]() |
Tip: Type the Wildcard (% ) Search symbol followed by several characters contained in the security role name to help you quickly locate the security entity. Example: %Service Case
5. | In the Action Center, click Entities to view Security Role Entities. |
6. | Click Add. |
The Add Role Entities window displays.
7. | Select the security entity for the dataform, dataform fieldset, or dataform field. |
Tip: Type the Wildcard (% ) Search symbol followed by several characters contained in the security entity name to help you quickly locate the security entity.
8. | Add the appropriate View, Add, Edit, Delete, and Admin rights to the entity for the role. |
Note: Saving is not required. The settings are automatically applied.