Secure Fields

When fields in Gimmal Physical are made Secure Fields, permissions for those specific fields can now be configured for each Role in the application. These permissions are:

• Enter/Edit: Controls whether the field can be populated upon initial creation, or edited for a single item, by members of the Role.

• Bulk update: Controls whether the field can be update via Bulk Update operations.

• View: Controls whether the field is visible or not. If the field is already configured to Hide in Application, then this permission has no effect.

Make a Field Secure

Before field level permissions can be configured for a Role, the field must first be made secure.

1. Browse to the Admin page via the gear icon. Then click Field Display - Advanced in the Configuration section. This displays the Field Display - Advanced page.

2. Select the desired data tab in the Select Data Tab drop-down.

3. Select the field you wish to make secure from the Field drop-down. Fields are listed alphabetically by caption.

4. Check the Is Secure box.

5. Click Update. Make sure to reset the cache if prompted.

Configure Field Security

Now that the field is a Secure Field, Role permissions for the field can be configured.

1. Browse to the Admin page via the gear icon. Then click Roles and Permissions in the Security Access section. This displays the Manage Roles page.

2. Click Edit in the Role Permissions column for the Role you wish to configure Field Security for. This displays the Update Role page.

3. On the Update Role page, expand the Data Tab - …Field Security section for the Item Tab the Secure Field was created on. The entries are grouped by permission. Check/un-check the boxes for each permission/field as required. Repeat for each Data Tab and Role as necessary. Click Save when done.