Make DFF Segment readonly through
Security Rules
Goal: Define new DFF segment in Transactions Form and make it read only to
Receivables Manager responsibility. All other responsibilities will have access to
enter and edit the values and Receivables Manager will have access to only read but
not edit and enter the value
You cannot make DFF segment read-only through personalization but you can restrict
users from changing the value in DFF segment through personalization by displaying
error message when they try to save the form.
Steps:
1. Define New Segment for DFF in Transactions forms.
2. Define Security Rules
3. Test it.
If you are not familiar with enabling the DFF (Descriptive FlexFields) click here
Define new SEGMENT for DFF in Transactions Form
Navigation: Receivables Manager >> Transactions >> Transactions
click on the box which is enclosed in []
So we have already one segment Available.
DFF that I have in this form is
Title Transaction Information
Application Receivables
And it has one segment enabled and displayed.
Navigation: Application Developer >> Flexfield >> Descriptive >> Segments
Enter F11 and then fill the information
: Receivables
Title: Transaction Information
Do CTL + F11
uncheck the “Freeze Flexfield Definition”
Click OK
Now the screen looks like this.
Add New Segment by clicking + Icon on the toolbar and enter the following
information
Number 10
Name DEMO
Window Prompt ERP DEMO
Column ATTRIBUTE11
Value Set: erp_demo (click here to see how to define value set)
Click open
Check Security Enabled Flag and uncheck the Required flag
save (CTL+S)
Close it.
Close Segments Screen.
Check the Freeze Flexfield Definition check box
Click OK.
Save it.
Click OK.
Close this Form.
Define Security Rules
Navigation: System Administrator Responsibility >> Security >> Responsibility >>
ValueSet >> Define
Click to open
Enter existing value set name erp_demo which we assigned to DFF segment that we
defined above.
Click Find
Enter the following information
Name erpschools
Description erpschools.com
Message erpschools.com demo
In Security Rile Elements
Type Exclude
From A
To D
Add New record and enter
Type Include
From Don’t fill anything
To Don’t fill anything
Save it.
Click on Assign Button to restrict this functionality to a specific responsibility. This is
optional.
Enter the following information
Application Receivables
Responsibility Receivables Manager
Name erpschools
Save and close.
Testing:
To test the changes Navigate to any Receivables Responsibility like US Receivables
Manager which has access to Transactions form and query up any record.
Then navigate to DFF and enter some value for ERP DEMO and save the record.
Come back to Receivables Manager responsibility and query up the same transaction
which you saved above.
same transaction which you saved above.
Define New ValueSet:
To assign values to this value set follow the navigation path below and do accordingly
Navigation: Application Developer >> Flexfield >> Descriptive >> Values