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Configuring a table type

To create or edit a table type, first access the "Configuration Table type" menu. On the main screen toolbar, click on the button to create a table type or click on the button to edit the record selected in the listing of the accessed menu.

Fill in the following fields on the data screen that will open up:

dados_tipo_tabela

ID #: Enter a number or a code for the table type. It will not be possible to edit the ID # after saving the record.

Name: Enter a name for the table type.

Upper level type: Select the table type that, on the main screen hierarchy, is one level above the record. It will not be possible to edit the upper level type of the table after saving the record.

If the table type is being created, it will be necessary to save the record for the first time for the Security tab to be enabled.

Security

Use this tab to define the security of the table type and of the tables that will be classified by the type in question.

Table

Use the buttons in this section to define the users that will have access to the tables of this type.

	Adds users/groups to the control of the access to the tables of this type.
	Edits the control of the access to the tables of this type for the user/group selected in the security list.
	Deletes the user/group selected in the security list.

Select the user group that will have the access allowed or denied for the control configured in the "Controls" field.

Access type:

▪Team: The members of a specific team will have access.

▪Department: The users of a specific department in the organization will have access.

▪Department/Position: Users who perform a particular role in a department of the company will have access.

▪Position: The users who hold a specific position will have access.

▪User: A specific user will have access.

▪All: All the system users will have access.

Select the controls that will be granted to the user group selected in the "Access type" field:

Controls:

▪Edit table: Permission to edit the tables of this type.

▪Delete table: Permission to delete the tables of this type.

▪View table: Permission to view the tables of this type.

▪List table: Permission to list the tables of this type.

▪Add form: Permission to add forms of tables of this type.

▪Edit form: Permission to edit forms of tables of this type.

▪Delete form: Permission to delete forms of tables of this type.

▪View form: Permission to view forms of tables of this type.

▪List form: Permission to list forms of tables of this type.

▪Revision notification: Permission to be notified via email when a form has been revised.

▪Add record: Permission to add records in the forms of tables of this type.

▪Edit record: Permission to edit records in the forms of tables of this type.

▪Delete record: Permission to delete records in the forms of tables of this type.

▪View record: Permission to view records in the forms of tables of this type.

▪List record: Permission to view the list of records of the forms of tables of this type.

Define if the control set for the user group will be allowed or denied.

Permission:

▪Allow: Check this option for the control to be allowed to the defined group.

▪Deny: Check this option for the control to be denied to the defined group.

Note: The permission to deny has priority over the other access control configurations set for the process.

Fill out the fields to facilitate searching for the groups that will have access to the process.

Filters:

▪User: This filter allows locating the users recorded in the system. This field will be enabled by selecting the "User" option for the Access type.

▪Department: This filter allows locating the organizational units and departments recorded in the system. This field will be enabled by selecting the "Department", "Department/Position" or "User" options for the Access type.

▪Position: This filter allows locating the user positions recorded in the system. This field will be enabled by selecting the "Position", "Department/Position" or "User" options for the Access type.

▪Team: This filter allows locating the teams recorded in the system. This field will be enabled by selecting the "Team" option for the Access type.

To search for the groups, click on the button on the toolbar or press ENTER on the keyboard. The respective user groups will be displayed in the list of records on the selection screen. Select those that will have access permission to the process type and click on the button to add the group to the type security.

Table type

Use this section to define if the access to the table type will be Public or Restricted. If the access to the type is restricted, click on the and define the users who will have access to the table type. On the access control selection screen, fill in the following fields:

Select the user group that will have the access allowed or denied for the control configured in the "Controls" field.

Access type:

▪Team: The members of a specific team will have access.

▪Organizational unit: Users of a particular organizational unit or organizational department will have access.

▪Department/Position: Users who perform a particular role in a department of the company will have access.

▪Position: The users who hold a specific position will have access.

▪User: A specific user will have access.

▪All: All the system users will have access.

Select the controls that will be granted to the user group selected in the "Access type" field:

Controls:

▪Add: Permission to add new table types to the type in question.

▪Edit: Permission to edit the table type in question, except its security data.

▪Delete: Permission to delete the table type in question.

▪Security data: Permission to edit the security data of the table type in question.

▪List: Permission to list the table type in question.

▪View: Permission to view the table type in question.