Securing Customized ChartFields

You can add new ChartFields (customized) by using the ChartField Configuration Utility.

See PeopleSoft Application Fundamentals, Configuring ChartFields.

Create a work field for each new ChartField for which you want to secure using ChartField Security. These work fields are used as placeholders for the prompt edit tables that are dynamically assigned at runtime by the online processes.

To create a new work field for the new ChartField, clone an existing work field using Application Designer - Open Definition:

This example illustrates the fields and controls on the Application Designer - Open Definition (Field). You can find definitions for the fields and controls later on this page.

Click the Save icon and save as EDIT_<new ChartField name>. For example, if the new ChartField name is CFQ, then save the new work field as EDIT_CFQ. The work field must start with "EDIT_". It is not imperative, however, to include the new ChartField name in the work field name. Choose a concise and meaningful suffix. Do not change any of the field attributes, such as Field Type, Field Length, or Field Labels.

Add the new work field that you created for a customized ChartField to the work record, DERIVED, using PeopleTools Application Designer. This is a common work record that is used by the Financials and Supply Chain Management online pages.

To add the new work field to the DERIVED work record, access the record using PeopleTools Application Designer - Open Definition:

This example illustrates the fields and controls on the Application Designer - Open Definition (Record). You can find definitions for the fields and controls later on this page.

Double-click the DERIVED record from the search result grid to open the record. Add the new work field or fields that you created in the first step. The field position within the record definition is not important. Save the record.

Add the new work field that you created for a customized ChartField to the ChartField Security SEC_CF_SBP sub page and the INV_SEC_CF_SBR secondary page using PeopleTools Application Designer. These pages are used by the online pages that support ChartField Security.

To add the new work field to the sub page and secondary page, access each within PeopleTools Application Designer - Open Definition:

This example illustrates the fields and controls on the Application Designer - Open Definition (Page). You can find definitions for the fields and controls later on this page.

Double-click the page from the search result grid to open it. Expand the page to fill the window so that you can add the work field. Perform the following steps on each page to add the new work field:

1. From the Application Designer menu at top, select Insert, Edit Box.

2. Add the edit box to each page (SEC_CF_SBP) and (INV_SEC_CF_SBR).

3. Double-click the edit box to open the Edit Box Properties window and select the following values:

   • Record Name - DERIVED

   • Field Name - <new work field>

4. From the Label tab, select None for the Type.

5. From the Use tab, select the Display Only and Invisible check boxes.

6. Save the pages.

Within PeopleTools Application Designer, change the record field prompt table properties to use the derived work field instead of the edit table on the ChartField Security sub records. Configure all of the delivered Chartfield Security sub records:

• CFS14_AN_SBR

• CFS15_AN_SBR

• CFS16_AN_SBR

• CFS18A_AK_SBR

• CFS21_AN_SBR

• CFS29_AN_SBR

• CFS9A_AK_SBR

• CFS9B_AK_SBR

To configure the record field properties for the ChartField Security sub records, access each record within PeopleTools Application Designer - Open Definition:

This example illustrates the fields and controls on the Application Designer - Open Definition (Record). You can find definitions for the fields and controls later on this page.

Double-click the record from the search result grid to open it. Complete the following steps to configure properties:

1. Double-click on the new ChartField (that was created by the ChartField Configuration Utility) within the sub record. This launches the Record Field Properties.

2. Select the Edits tab and replace the Prompt Table field value with the work field value that you created. Be sure to preface the work field value with a %. For example, if the new ChartField value is CFQ, the work field that you created (in step 1) might be EDIT_CFQ. In this case, you would replace the original Prompt Table field value of CFQ_TBL with the new work field value %EDIT_CFQ. Do not change any other field values within Record Field Properties.

3. Click OK and save.

4. Repeat these steps for all of the other ChartField Security sub records as listed at the beginning of this section.

Use the ChartField Security Options page to add the new ChartField (that was created by the ChartField Configuration Utility).

Navigation:

Set Up Financials/Supply Chain > Security > Chartfield Security > Secure Chartfield Options.

This example illustrates the fields and controls on the Security Options - ChartField Security. You can find definitions for the fields and controls later on this page.

See Security Options - ChartField Security Page.

Complete the following steps:

1. Secured Fields tab - Add a new row and select the new ChartField from the prompt list. Select the Active check box to enable ChartField Security for that ChartField.

2. Security Records tab - Select the Chartfield Security tables for the user, role and permission list for the new ChartField. The ChartField Security tables store the secured ChartField values. These tables are created by the ChartField Configuration process when the new ChartField is created.

3. Inquiry Views tab - Select the ChartField Security inquiry views for the user, role and permission list for the new ChartField. These views are used by the Security Values page to display the secured values. These tables are cloned by the ChartField Configuration process.

Use the ChartField Security Edit Tables page to add the new ChartField prompt edit views to the Chartfield Security Edit Tables component.

Navigation:

Set Up Financials/Supply Chain > Security > ChartField Security > Security Edit Tables > Define Default Edit Table Sets.

These views are used by the prompt edit list in the transaction online pages that support ChartField Security.

This example illustrates the fields and controls on the ChartField Security Edit Tables - Edit Tables. You can find definitions for the fields and controls later on this page.

Select the new ChartField, associated edit table and security edit tables from this component (SEC_EDIT_TBLS). Modify both delivered Edit Table Sets for Standard (STND) and GL Business Unit (BUGL).