Securing Customized ChartFields

This topic discusses how to secure non-delivered ChartFields.

Steps to Secure Customized ChartFields

If you add new ChartFields to your system using the ChartField Configuration Utility, and if you want to enable ChartField Security for any of the customized ChartFields, you must complete additional setup steps.

Note:

These steps are not needed for any of the delivered ChartFields since they are already configured in preparation for potential ChartField Security implementation.

Complete the following setup steps for a new ChartField for which you want to implement ChartField Security:

1. Create a new work field to be used in the prompt edit tables for ChartField Security.

2. Add the new work field to the work record that is used by FSCM online pages.

3. Add the new work field to ChartField Security pages.

4. Configure prompt table field properties to use derived work field.

5. Add the new ChartField to the ChartField Security Options page.

6. Add the new ChartField prompt edit views to the ChartField Security Edit Tables page.