Security screen > Security tab

Navigate To Other Entity

Opens this Screen:

Navigate To Entity screen.

Function of this Screen:

Shows the list of AgilePoint NX entities. You can click the entity names to see or configure the entity.

Security is disabled / Security is enabled

Function:

Specifies the permissions for users or groups for an entity.

Accepted Values:

• On - Lets you configure specific permissions for users or groups for the entity.
• Off - Specifies that all permissions are configured for users and groups for the entity.

Default Value:

On

Example:

Refer to:

• The videos on this page

Delete Entity

Function:

Deletes your custom entity.

To delete an entity, set Allow Entity Deletion to Yes on the Data Entities Settings screen > Settings tab.

You can not delete a standard entity.

To Open this Field:

1. On the right side of the screen, click the Ellipses (...).

Example:

Refer to:

• The videos on this page

Refresh

Function:

Updates the information on the screen.

Clone Entity

Opens this Screen:

Clone Entity screen.

To Open this Field:

1. On the right side of the screen, click Ellipses (...).

Function of this Screen:

Creates a copy of an entity..

Example:

Refer to:

• The videos on this page

Export Template

Opens this Screen:

Export Template screen.

To Open this Field:

1. On the right side of the screen, click Ellipses (...).

Function of this Screen:

Downloads an entity template from AgilePoint NX Data Entities to your local machine as an XML file or JSON file.

Example:

Refer to:

• The videos on this page

Export Data

Opens this Screen:

Export Data screen.

To Open this Field:

1. On the right side of the screen, click Ellipses (...).

Function of this Screen:

Downloads records from an entity as an XML file or JSON file to your local machine.

Example:

Refer to:

• The videos on this page

Import Data

Opens this Screen:

Import Data screen.

To Open this Field:

1. On the right side of the screen, click Ellipses (...).

Function of this Screen:

Uploads a collection of exported records from your local machine, and adds it to an entity in AgilePoint NX Data Entities.

Example:

Refer to:

• The videos on this page

Entity Owner

Opens this Screen:

Entity Owner > Manage Security screen

To Open this Field:

On the Security screen > Security tab screen, turn on the Security is disabled field.

Function of this Screen:

Specifies the users and groups who are entity owners.

Entity Designer

Opens this Screen:

Entity Designer > Manage Security screen

To Open this Field:

On the Security screen > Security tab screen, turn on the Security is disabled field.

Function of this Screen:

Specifies the users and groups who are entity designers.

Read Record

Opens this Screen:

Read Record > Manage Security screen

To Open this Field:

On the Security screen > Security tab screen, turn on the Security is disabled field.

Function of this Screen:

Specifies the users and groups to give permission to read records.

Edit Record

Opens this Screen:

Edit Record > Manage Security screen

To Open this Field:

On the Security screen > Security tab screen, turn on the Security is disabled field.

Function of this Screen:

Specifies the users and groups to give permission to change and read records.

Create Record

Opens this Screen:

Create Record > Manage Security screen

To Open this Field:

On the Security screen > Security tab screen, turn on the Security is disabled field.

Function of this Screen:

Specifies the users and groups to give permission to create and read records.

Delete Record

Opens this Screen:

Delete Record > Manage Security screen

To Open this Field:

On the Security screen > Security tab screen, turn on the Security is disabled field.

Function of this Screen:

Specifies the users and groups to give permission to delete, create, change, and read records.