Change Data Entities Permissions activity
Configure the Change Data Entities Permissions activity
Prerequisites
- AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v9.0 or higher.
Good to Know
- For more information, refer to Permission Groups, Roles, and Task Participants.
- To send an email notification, click
Advanced
> Email Notifications
.
For more information, refer to Email Notifications screen (Process Activities).
- In most text fields, you can use process data variables as an alternative to literal data values.
- You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
- This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
How to Start
- Open Process Builder.
For information about how to open this screen, refer to Process Builder.
- In Process Builder, in the Activity Library,
open the AgilePoint NX tab.
- On the AgilePoint NX
tab,
drag the Change Data Entities Permissions
activity onto your process.
General Configuration
Specifies the basic settings for the Change Data Entities Permissions activity.
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Good to Know
- Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.
Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Change Data Entities Permissions Configuration > Entity Permissions Tab
Configures the permissions for the specified entity .
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Fields
Field Name | Definition |
---|---|
AgilePoint NX |
|
Create |
|
Individual Entities |
|
Entities In These Packages |
|
Entity Permissions |
|
Entity Owners |
|
Entity Designers |
|
Users |
|
Groups |
|
Remove Existing Members |
|
Enable Access For All Users |
|
Change Data Entities Permissions Configuration > Record Permissions Tab
Configures the permissions for the specified records .
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Fields
Field Name | Definition |
---|---|
AgilePoint NX |
|
Create |
|
Individual Entities |
|
Entities In These Packages |
|
Record Permissions |
|
Read Records |
|
Edit Records |
|
Create Records |
|
Delete Records |
|
Users |
|
Groups |
|
Remove Existing Members |
|
Enable Access For All Users |
|
Change Data Entities Permissions Configuration > Analytics Tab
Configures the roles associated with the Analytics permission groups for the specified entity.
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Fields
Field Name | Definition |
---|---|
AgilePoint NX |
|
Create |
|
Individual Entities |
|
Entities In These Packages |
|
Roles |
|
Change Data Entities Permissions Configuration > Configure Entities
Configures the entities to add to the permission groups.
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Fields
Field Name | Definition |
---|---|
Entities |
|
Filter |
|
Change Data Entities Permissions Configuration > Configure Package
Configures the packages for which to add the specified permission groups.
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Fields
Field Name | Definition |
---|---|
Package |
|
Filter |
|
Change Data Entities Permissions Configuration > Configure Users
Configures the users to add to the permission groups.
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Fields
Field Name | Definition |
---|---|
Users |
|
Filter |
|
Change Data Entities Permissions Configuration > Configure Groups
Configures the groups who are members of the entities permission groups.
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Fields
Field Name | Definition |
---|---|
Groups |
|
Filter |
|