Adding Action Security

Enter P00950 in the Fast Path.

1. On Work With User/Role Security, select the Form menu, Set Up Security, Action.

2. On the Action Security form, enter the user or role ID in the User / Role field and click Find.

   You can enter *PUBLIC but not wildcards.

   Current action security settings for the user or role appear under the Secured node in the tree.

3. To find the applications, versions, or forms to which you want to apply action security, complete any of these fields under the Display UnSecured Items heading, and then click Find:

   • Application

     Enter an application name, such as P01012. Enter *ALL to display all applications.

   • Version

     Enter a version of the application you entered in the Application field. If you leave this field blank, all versions associated with the application will appear in the UnSecured node.

   • Product Code

4. Expand the Unsecured node to view individual applications, versions, and forms in the detail area.

5. In the Create with region, select any of these options:

   • Change

   • Add

   • Delete

   • OK/Select

   • Copy

   • Scroll To End

     When you select the OK/Select function, both the Select and OK buttons will be disabled on forms regardless of the setting for any of the other functions. The reason that separate options exist for OK/Select and the other functions is to allow a user to select records from a Find/Browse or Inquiry form but not be able to perform those actions that you secured. For example, a valid setup would be to set OK/Select to Y and set Change to N. The user will be able to select records but not change them. However, if you set OK/Select to N and Change to Y, the OK and Select buttons will be disabled even if the form is in update mode.

6. To secure the actions on an application, version, or form, perform one of these steps:

   • Drag the application, version, or form from the UnSecured node to the Secured node.

   • From the Row menu, select All Objects to move all items to the Secured node.

   • From the Row menu, select Secure to All to move all objects under the UnSecured node to the Secured node.

     For example, to set delete security on an application, select the Delete option. Next, drag the application from the UnSecured node to the Secured node. The detail area will reflect the delete security that you set for this application, which means that the user you entered cannot perform the delete action on this application.

     The applications or forms now appear under the Secured node and they have the appropriate action security.

7. To change the security on an item, select the item under the Secured node, select the appropriate security option, and then, from the Row menu, select Revise Security.

   In the grid, the values for the security options change accordingly.