Create Records (permission group)

Create Records is a permission group for users and groups who have access rights to create, change, and read records for a specific entity in Data Entities.

Background and Setup

Video: Entity Permissions

Video: Know Your Data Entity Designer

Create Records Permission

Permission GroupPermissions

Create Records

(Permission Group)

Create Records is a permission group for users and groups who have access rights to create, change, and read records for a specific entity in Data Entities.

Permissions for entity records (Read, Edit, Create, Delete Records) apply only to the records for a specified entity at runtime. Users with these permissions can not access the entity in Data Entities at design time unless they also have Entity Designers or higher level permissions for the entity.

Permissions:
This permission group has these permissions for a specific entity:
  • Create (add) records.
  • These permissions from Edit Records:
    • Edit (change) records.
  • These permissions from Read Records:
    • Read (view) records.

How to Start

  1. Click Data Entities.

    Click Data Entities
  2. On the Data Entities Home screen, click Entities.

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

    Entities screen
  4. Click the Permissions tab.

    Permissions tab
  5. On the Permissions tab, click Create Records.

    Click Create Records tab

Create Records > Manage Permission Group

Configures the Create Records for permission group. .

Figure: Manage Permission Group screen (Create Records)

Create Records Permission Group screen
Field NameDefinition

Permission Group
Description:
Shows the name of the permission group to which to add the users or groups.

The value for this field depends on the permission group you selected on the Security screen > Permissions tab.

Allowed Values:
Read only.

All Users
Description:
Specifies whether all AgilePoint users and groups can create records in an entity.
Allowed Values:
Default Value:
Off

Add Members
Opens this Screen:
Select Members screen
Function:
Adds the specified users or groups to the Create Records permission group.
To Open this Field:
  1. On the Manage Permission Group screen, turn off the All Users field.

Name
Description:
Shows the name of the users or groups in the Create Records permission group.
Allowed Values:
Read only.

Type
Description:
Shows whether the type is user or group in the Create Records permission group.
Allowed Values:
Read only.

Delete Member Delete icon
Description:
Deletes the specified user or group in the Create Records permission group.

Select Members screen

Adds members to a permission group.

Figure: Select Members screen

Select Members screen

Fields

Field NameDefinition

Search Users / Search Groups

Description:
Specifies whether to search users or groups to add to the permission group.
Allowed Values:
  • Search Users - Searches users to add for permission group.
  • Search Groups - Searches groups to add for permission group.

Search Search Data Entities Page Builder icon
Function:
Does a search based on the specified text.
Example:
Refer to: