Every segment that has been applied to a record becomes a field on that record. Therefore, you can use the Permissions subtab to manage permissions for each segment in its capacity as a field on another record. At a high level, you can permit a role to do any of the following:
View and use a segment when it appears on a record – For each segment, you can explicitly permit or deny a role from being able to set a value for the segment. You can also make the segment hidden or read-only for a particular role. You manage these types of privileges by using the segment’s Record Access permission. For details, see Granting Roles Permission to Set Segment Values on Records.
View and refer to the segment when using searches and reports – For each segment, you can explicitly permit or deny a role from being able to use the segment as a search field or column. You can also permit or deny a role from being able to use segments when customizing reports. You manage these types of privileges by using the segment’s Search/Reporting Access permission. For details, see Granting Roles Permission to Use Segments in Searches and Reports.
- Custom Segment Creation
- Custom Segment Types
- Creating a Custom Segment
- Configuring GL Impact for a Custom Segment
- Filtering for a Custom Segment
- Applying a Custom Segment to Record Types
- Apply to Kit or Assembly Components Setting for Custom Segments and Transaction Line Custom Fields
- Dynamic Default Value Sourcing for Custom Segments
- Validation and Static Default Values for Custom Segments
- Dependent Segments
- Setting Display Order of All Custom Segments