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Configuring a setting

Updated on March 15, 2022

Configure the data type and other aspects of the setting rule to define when an Access of Role to Object rule takes effect.

Before you begin: You must complete the following task before you can configure a setting: Creating a setting.
  1. Create a setting, or open an existing instance from the navigation panel by clicking RecordsSecuritySetting and selecting an instance.
  2. In the Data Type list, select the data type of the property to be evaluated for this setting.
    • String
    • Integer
    • Decimal
    • Date Time
  3. In the Multiple Setting Behavior list, select how to evaluate the setting when a user holds two or more access roles that each have a value for this setting.
    • To use the minimum value, select Smallest.
    • To use the maximum value, select Largest.
  4. Optional: In the Setting Edit field, press the Down Arrow key and select an edit input rule to apply to the setting value when a developer saves an Access of Role to Object rule containing this setting.
  5. Optional: To sort values for this setting in a different order than the default sort implied by the data type, in the Sort Function field, press the Down Arrow key and select a function.
    For example: The three setting values are "Gold", "Silver", and "Platinum", which you want to appear in that order. Your function can define an order that makes "Platinum" the maximum value rather than the middle value.
  6. To identify product rules for this setting rule, in the Product List section, press the Add a row icon and enter the following values:
    1. In the Product Name field, press the Down Arrow key and select the product name.
    2. In the Product Version field, press the Down Arrow key and select the product version.
  7. Click Save.

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