Skip to content
View as markdown Ask ChatGPT Ask Claude

Features#

🔒 Administration.Security

The list of Features is available by selecting the Features label on the landing page of the Security page.

Features list showing the available security features in the system

The Features page displays general information on the specific Feature. In addition it enables you to perform all the operations that can be performed on a specific Feature.

Details Tab#

The Details tab provides a collapsible Details View panel on the left side of the page. The panel can be collapsed or expanded. Depending on configuration and the optional licensed modules, the panel will display some or all of the following sub-sections:

  • Details - displays general information on the Feature.
  • Roles - displays information on the Roles to which the Feature belongs.

Feature details view showing the general information section for the selected feature

Feature roles section showing the roles assigned to the selected feature

Creating a Feature#

🔒 Feature.Create

The system is pre-loaded with the list of all the GUI features. In case the customer needs to extend the list, a new Feature can be created. To create a Feature in the application it is necessary to select and open the Features page and select Create on the top ribbon:

  1. Provide the name for the Feature.
  2. Optionally provide a description.
  3. Optionally enter a Feature Group - features will be grouped according to this field.
  4. Enable the Force Signature option if you want to force the use of a signature and password to complete the transaction.
  5. Enable the Required Comment flag if needed. If enabled, the Feature will need to have a comment when being created or updated.
  6. Enable the Writable option if needed. If a Feature is writable it will be disabled if you only have Read-Access on a particular object.
  7. Optionally provide a Message to be displayed.
  8. Select Create to complete the transaction.

Create Feature form with name, description, grouping, and permission settings

Editing a Feature#

🔒 Feature.Edit

To edit a Feature, you need to:

  1. Open the Feature page.
  2. Select Edit on the top ribbon.
  3. Make the necessary changes.
  4. Select Save to commit the data to the database.

Edit Feature form showing the editable fields and save action

Deleting a Feature#

🔒 Feature.Delete

To delete a Feature, you need to:

  1. Open the Feature page.
  2. Select Delete on the top ribbon.
  3. Select Delete to complete the operation.

Delete Feature confirmation dialog showing the delete action

Assigning Roles to a Feature#

🔒 Feature.Edit

To assign one or more Roles to a Feature is necessary to:

  1. Open the Feature page and navigate to the Roles sub-section in the Details View panel, or select the Features in the list page.
  2. Select Assign.
  3. Select the desired Roles for the Feature - note that only the Roles that the Feature does not belong to are shown.
  4. Select Assign to complete the operation.

Assign Roles dialog showing the roles available to assign to the feature

Unassigning Roles from a Feature#

🔒 Feature.Edit

To unassign one or more Roles from a Feature you need to:

  1. Open the Feature page and navigate to the Roles sub-section in the Details View panel, or select the Features in the Feature list page.
  2. Select the Roles you want to unassign from the Feature and select Unassign.
  3. Select Unassign to complete the operation.

Unassign Roles dialog showing the roles selected for removal from the feature