This set of privileges determines which fields users can view and update on forms in the selected project.
In SBM Composer, each field is assigned to a privilege section, which is used to group fields for display or to limit user accessibility to certain fields. When quick forms are used, field privilege sections are used to control security and field layout. When custom forms are used, field privilege sections are used to control security only.
Note: Section labels can be modified at a global level in
SBM System Administrator
and for each table in
SBM Composer.
Custom labels are listed in the
Field privileges page when appropriate.
The following information applies to field privileges:
- All selections apply to the selected project and inherited projects unless inheritance is removed.
- Fields in the Standard Fields section are always visible to users who have privileges to view items for a particular project. These users can update fields in the Standard Fields section on applicable transitions if they have privileges to submit, update, or transition items for a particular project.
- Update privileges enable users and groups to view and update fields on Submit, Update, or Transition forms.
- View privileges enable users to view fields on all forms.
- You can combine view and update privileges as needed. For example, if you grant the "Update User Fields" privilege and the "View Manager Fields on Update" privilege, users can update fields in the User Fields section but only view fields in the Manager section when they use the Update transition.
- The Item ID field is always visible to users who have privileges to view an item, regardless of the section in which this field is placed.
The following table describes each field privilege and the product-access types for which it applies. All field privileges apply to on-premise and on-demand customers.
Note: If you apply privileges to multiple projects while
you are editing user or group accounts, your changes are added to the
Changes Log in the upper right pane. You can
then save your changes for multiple projects at one time rather than
incrementally for each project.
|
Regular User, Managed Administrator, and Script/API |
Occasional | External | Privilege Description |
|---|---|---|---|
|
|
|
View User Fields – Allows users to view all fields assigned to the User Fields section. |
|
|
|
|
View Advanced Fields – Allows users to view fields assigned to the Advanced Fields section. |
|
|
|
|
View Manager Fields – Allows users to view fields assigned to the Manager Fields section. |
|
|
|
|
View System Fields – Allows users to view fields contained in the System Fields section. |
|
|
Update User Fields – Allows users to modify fields assigned to the User Fields section. | ||
|
|
Update Advanced Fields – Allows users to modify fields assigned to the Advanced Fields section. | ||
|
|
Update Manager Fields – Allows users to modify fields assigned to the Manager Fields section. | ||
|
|
Update System Fields – Allows users to modify fields assigned to the System Fields section. | ||
|
|
View Hidden Fields in Detail Reports – Allows users to view in Detail reports fields that have been moved to the Hidden Fields section. The Hidden Fields (Details reports only) option must also be selected in the user's profile. | ||
|
|
|
|
View User Fields on Submit – Allows users to view all fields assigned to the User Fields section when they submit items. |
|
|
|
View Advanced Fields on Submit – Allows users to view all fields assigned to the Advanced Fields section when they submit items. | |
|
|
|
View Manager Fields on Submit – Allows users to view all fields assigned to the Manager Fields section when they submit items. | |
|
|
|
View System Fields on Submit – Allows users to view all fields assigned to the System Fields section when they submit items. | |
|
|
|
View User Fields on Transition – Allows users to view all fields assigned to the User Fields section when they transition items. | |
|
|
|
View Advanced Fields on Transition – Allows users to view all fields assigned to the Advanced Fields section of Transition forms when they transition items. | |
|
|
|
View Manager Fields on Transition – Allows users to view all fields assigned to the Manager Fields section when they transition items. | |
|
|
|
View System Fields on Transition – Allows users to view all fields assigned to the System Fields section when they transition items. | |
|
|
|
View User Fields on Update – Allows users to view all fields assigned to the User Fields section when they update items. | |
|
|
|
View Advanced Fields on Update – Allows users to view all fields assigned to the Advanced Fields section when they update items. | |
|
|
|
View Manager Fields on Update
Allows users to view all fields assigned to the Manager Fields section when they update items. |
|
|
|
|
View System Fields on Update – Allows users to view all fields assigned to the System Fields section when they update items. |