Conditional Field Rights

Use the Cond. Fields column in the Rights info area to define conditions for field access rights.

These access rights are only applied if the record meets the corresponding condition.

The condition is tested before the record is edited. If fields tested by the condition are edited, the condition is not tested again.

To define conditional field access rights:

  1. Click in the Cond. Fields cell of the desired info area.

    The Cond. Fields level is displayed:

  2. Click in the With Conditions column and define a condition, see Conditions in the Aurea CRM win User Manual.
  3. Click in the Fields column and select the fields.
  4. The following options are available:
    • Deny Access: Field values are not displayed. However, users can still enter values. If you wish to prevent users from entering data, you need to enable the Deny Update cell as well.
    • Deny Update: The field contents cannot be edited.
  5. Click in the Description cell to enter a description in all available languages. If a user clicks into a field to which access is denied, this text is displayed.
  6. Click on (OK) to keep your settings and return to the Rights info area.
Note: Conditional field access rights are also applied to the SU in Aurea CRM web. To prevent this, you need to assign an empty rights format to the SU with access denied to Station Access Rights in the rights format's Further Settings.