Grant Permissions activity

An activity that sets permissions for entities and records in AgilePoint NX Data Entities.


Grant Permissions activity

Configure the Grant Permissions activity

To configure the Grant Permissions activity, do the procedure in this topic.

Prerequisites

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In Process Builder, in the Activity Library, open the Data Entities tab.

    AgilePoint Data Entities tab
  3. On the Data Entities tab, drag the Grant Permissions activity onto your process.

    Grant Permissions activity

General Configuration

Specifies the basic settings for the Grant Permissions activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field NameDefinition

Display Name
Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description
Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Grant Permissions Configuration

Configures the permissions for entities and records in AgilePoint NX Data Entities.

Figure: Grant Permissions Configuration screen

Grant Permissions Configuration screen

Fields

Field NameDefinition

Standard Entities / Custom Entities
Function:
Specifies whether to show standard (out-of-the-box) entities or custom entities in the Entity Name list.
Accepted Values:
  • Standard Entities - Shows standard (out-of-the-box) entities in the Entity Name list.
  • Custom Entities - Shows custom entities in the Entity Name list.
Default Value:
Standard Entities

Entity
Function:
Specifies the name for your entity from the list.
Accepted Values:
An entity name from the list.
Default Value:
None

Available Permissions
Function:
Specifies the permissions for users and groups for entities and records.

For more information, refer to Data Entities Permissions Overview.

Accepted Values:
  • Owner - The specified users and groups are Entity Owners.
  • Designer - The specified users and groups are Entity Designers.
  • Reader - The specified users and groups have Read Records permission for read entity records.
  • Create - The specified users and groups have Create Records permission for create and read entity records.
  • Edit - The specified users and groups have Edit Records permission to change and read entity records.
  • Delete - The specified users and groups have Delete Records permission to delete, create, change, and read entity records.
Default Value:
None

Allow All
Function:
Specifies whether all AgilePoint NX users and groups have permissions for entities and records in AgilePoint NX.
Accepted Values:
  • Selected - All AgilePoint NX users and groups have permissions for entities and records.
  • Deselected - Gives the permissions for entities and records to the specified users and groups in the Assign Users and Assign Groups fields.
Default Value:
Deselected

Assign Users
Function:
Specifies the users who have permissions for entities and records.
Accepted Values:
AgilePoint NX registered users.
Default Value:
None

Assign Groups
Function:
Specifies the groups that have permissions for entities and records.
Accepted Values:
AgilePoint NX groups.
Default Value:
None