Conditions For Linked Info Areas

Learn about the conditions for linked info areas.

To define a conditional access right where the condition applies to a linked info area:

1. In the Condit. Access level select Info Area from the context menu. (This example extends the definition from above, see Defining Conditional Access Rights.)
2. Select the desired info area from the Select Info Areas window (e.g. Ticket).
3. Click on OK.

   A new row is added to the Condit.Access :Company level.

   By default, new rows are linked using a logical AND

4. Click on the AND node and select AND <-> OR from the context menu to switch the operator to OR, see Context Menu Entries.

   

   The rep can access companies where he is entered as Rep 1 plus companies to which a ticket record is linked via the default link.

5. Select a different Index Relationship if desired, see Link IDs.

   Example: If you select e.g. link no. 3, only companies entered as Company Billing Address are taken into account.

   

   The rep can access companies where he is entered as Rep 1 plus companies to which a ticket record is linked via link no.3.

6. Click in the With Conditions column to define a condition for the info area if desired:

   Example:

   

   The rep can access companies where he is entered as Rep 1 plus companies to which a ticket record is linked where "Problem Group = Software".

7. Enable the All option if all records in the referenced info area should meet the condition. In this example, this would mean that all tickets stored for a company must belong to the same Problem Group.
8. Click on (OK).
9. Save the rights format.