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Customizing the Access Manager privileges tab

Updated on June 30, 2021

You can customize the content of the lists for the selectable options that appear for many fields on the Access Manager Privileges tab.

You can customize the content of the lists for the following data categories:

  • Roles – By default the data page retrieves all roles defined in the current application rulesets.
  • Case Types – By default the data page uses a report definition to return the list of case types in the current application.
  • Data Types – By default the data page uses a report definition to return the list of data types in the current application and industry applications.
  • Privileges – By default the data page uses a report definition to return the list of privileges in the current application.
  • Access When – By default the data page uses a report definition to return the list of Access When rules in the current application.

In the table are important information needed for customization.

Data categorySource data pageClass nameProperties
RolesD_AccessRoleListRule-Access-Role-NamepyAccessRole

pyLabel

pyRuleSet

Case TypesD_CaseTypeListRule-Obj-Class pyClassName

pyLabel

Data TypesD_DataTypeListRule-Obj-ClasspyClassName

pyLabel

PrivilegesD_PrivilegeListRule-Access-PrivilegepyPrivilegeName

pyLabel

Access WhenD_AccessWhenListRule-Access-WhenpBlockName

pyLabel

To customize the privilege tab, do the following steps.

  1. Create a report definition, data transform, or custom activity which returns the instances of Class name that you want, providing each Property.
  2. Save a copy of the Source data page into your application's ruleset, to override the default instance.
  3. Change the source of your copy of the Source data page to reference the report definition, data transform, or custom activity that you created in step 1.
  • Previous topic Reviewing user privileges for a role by using Access Manager
  • Next topic Enabling a user to perform other users' assignments

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