Entity screen > Permissions tab

Specifies permissions for entities and records.

Figure: Entity Security screen

Entity Security screen

Video: Entity Permissions

Video: Build Your First Custom Entity

Prerequisites

Good to Know

How to Start

  1. Click App Builder.

    Build Apps screen
  2. On the App Explorer screen, click Data Entities.

    Click Data Entities Screen
  3. On the Data Entities Home screen, click Entities.

    Click Entities
  4. On the Entities screen, click an entity.

    Entities screen
  5. Click the Permissions tab.

    Permissions tab

Fields

Field Name Definition

Navigate To Other Entity Navigate To Other Entity icon

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.

Refresh Refresh icon

Function:
Updates the information on the screen.

Clone Entity Clone Entity icon

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:

Export Entity Model

Opens this Screen:
Export Entity Model 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, a JSON file, or a Microsoft Excel file.
Example:
Refer to:

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, a JSON file, or a Microsoft Excel file to your local machine.
Example:
Refer to:

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:

Import Fields

Opens this Screen:
Import Fields screen.
To Open this Field:
  1. On the right side of the screen, click Ellipses (...).
Function of this Screen:
Uploads a group of exported entity fields from your local machine, and adds it to an entity in AgilePoint NX Data Entities.
Limitations:

This field is available in these releases:

Sync Analytics

Function:
Creates a connection between an entity with the Analytics database where the entity data is updated for reporting and analytics.
To Open this Field:
  1. On the right side of the screen, click Ellipses (...).

Entity Owners

Opens this Screen:
Manage Permission Group screen
Function of this Screen:
Specifies the users and groups who are members of the selected permission group.

Entity Designers

Opens this Screen:
Manage Permission Group screen
Function of this Screen:
Specifies the users and groups who are members of the selected permission group.

Read Records

Opens this Screen:
Manage Permission Group screen
Function of this Screen:
Specifies the users and groups who are members of the selected permission group.

Edit Records

Opens this Screen:
Manage Permission Group screen
Function of this Screen:
Specifies the users and groups who are members of the selected permission group.

Create Records

Opens this Screen:
Manage Permission Group screen
Function of this Screen:
Specifies the users and groups who are members of the selected permission group.

Delete Records

Opens this Screen:
Manage Permission Group screen
Function of this Screen:
Specifies the users and groups who are members of the selected permission group.

Analytics

Opens this Screen:
Manage Permission Group (Analytics) screen
Function of this Screen:
Specifies the roles to assign to the Analytics permission group in Data Entities.