Each field is assigned to a privilege section. Privilege sections
determine which users can view and modify fields on forms. For example, you
could set up the
State fields to be accessible only to users assigned to the
On a quick form, fields are gathered automatically according to their
privilege sections. On a custom form, privilege sections control accessibility
of fields, but you can arrange the fields any way you like. See
Quick Forms or Custom Forms? for details.
You can rename field sections on the
Labels tab and
Icons tab of the table Property Editor. See
Labels Tab of the Table Property Editor and
Icons Tab of the Table Property Editor for details.
Each field type is associated with a default privilege section, to which
it is assigned when you drag it onto the table editor. You can change the
privilege section using the
Privilege section drop-down list on the
General tab of the field Property Editor, or by
right-clicking the field in the table editor and selecting
Move to Section. Only those privilege sections
that are allowed for the field are available in the list. For example, a
required system field cannot be associated with the Not Used privilege section.
By default, field definitions (including the privilege section) are
inherited by associated workflows and passed on to sub-workflows. You can
override field definitions in these workflows and in any state or transition
associated with them. For details, see
Field Privileges Tab of the Application Workflow, State, and
Transition Property Editor.
Provided Field Sections
provides several privilege sections. The following list includes system fields
for primary and auxiliary tables as examples of the typical use of the various
- Standard: This privilege section is the default assignment
Item ID, and
Title system fields. All users can see the fields in this
section; there are no role privileges for it.
Tip: On a quick form, the Standard section is at the top
of the form, so you could place required fields in this section to help ensure
that users provide a value.
- User: This privilege section is empty by default. It does
not appear on the form until fields are associated with it.
- Advanced: This privilege section is the default assignment
Last State Change Date, and
Submitting Agent system fields.
- Manager: This privilege section is the default assignment
Secondary Owner, and
State system fields.
Tip: It is generally advisable to prevent access to the
State fields by most users. These fields are generally
handled automatically by the system. Therefore, most users should not have
access to change the field values. (There could be situations in which a
manager needs to change the values in these fields manually.)
- System: This privilege section is
the default assignment for the
Last Modified Date,
Last State Changer,
Submit Date, and
Submitter system fields.
- Not Used: This privilege section provides a place to store
fields that are not used in a particular workflow or auxiliary table. Fields
contained in this section are not available to users on any state or transition
- Hidden: This privilege section provides a place to store
fields that you do not want users to view in a particular workflow, state, or
Copyright © 2007–2016 Serena Software, Inc. All rights reserved.