This documentation supports the 22.1 version of BMC Helix Innovation Studio.

To view an earlier version, select the version from the Product version menu.

Managing permissions by using the Access Manager component

The Access Manager component is available in the Shared Components section of the View designer and is visible only if the Shared Services bundle is deployed.

Use the Access Manager component to provide permissions to specific groups or agents to access specific records. A record can be a case, ticket, or request. 

You can use the Access Manager component in the following modes:

  • Create—To apply permissions to access a new record. 
  • Edit—To edit permissions associated with a record. 


Important

Application business analysts can customize the objects developed in their own applications and that are marked customizable by the administrator, but cannot customize the objects developed in com.bmc.arsys  in Best Practice Customization mode. For example, objects in core BMC applications like Foundation, Approval, and Assignment cannot be customized in Best Practice Customization mode. For more information, see Customization layer

Before you begin

Make sure you create a view definition with Record editor to which you want to add an Access Manager component. For more information, see Creating a view for a record instance by using record editor.

To apply or edit permissions to a record by using the Access Manager component 

  1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
  2. Select the application or library for which you want to create or apply permissions.
  3. On the Views tab, from the New list, click the name of the view definition to which you want to apply permissions.
  4. On Palette, expand the Shared Components list, and drag the Access Manager component to the Record editor  component.
  5. In the Properties pane, click Settings  , and complete the fields in different sections as described in the following table:

    PropertyDescriptionExample

    General

    Mode

    Select one of the following modes of operation:

    • Create – To apply permissions to access a new record. 
    • Edit – To edit permissions associated with a record. 





    Record Definition Name

    Select the record definition for which you want to create permission.
    You can either choose from the Shared Components list or from the All records list.

    Disabled

    Use the toggle key to either enable or disable the permission assigned to a record. 

    You can  choose to disable the permission at all times or when a specific condition is met.

    Domain

    Click Click to build an expression to select a line of business that is associated with the record; for example, Facilities, Finance, and so on.

    Domain is also used to identify support groups or agents who would be associated with this record.

    Enable Bulk Saving

     Use the toggle key to save all your changes at once.

    This option is available only in the Edit mode.

    Record Editor 

    Specify a reference to the record editor.

    This option is available only in the Edit mode.

    Record Instance 

    Specify a reference to the record instance.

    This option is available only in the Edit mode.

    Record Instance Id

    Specify a reference to the record instance id.

    This option is available only in the Edit mode.

    Allow Duplicate 

    Use the toggle key to allow or restrict duplicates.

    This option is available only in the Edit mode.

    Access Processes

    Parent Process 

    Select the process that you want to associate with the applied permission.


    Associated Process

    Select a process that you want to associate with the applied permission. 

    This option is available only in the Edit mode.

    Add Access

    Add Access

    Select the groups for which you want to create permission.

    Important: The selections made here are visible only during runtime.

    Labels

    Support Group Section Label

     Enter a support group section name.

    Important: The selection made here is visible only during runtime.











    Support Group Access Link Label 

    Enter a support group access link name.

    Important: The selection made here is visible only during runtime.

    Support Group Label 

    Enter a support group name.

    Important: The selection made here is visible only during runtime.

    Support Group Field Placeholder 

    Enter a support group field placeholder name.

    Important: The selection made here is visible only during runtime.

    Agent Section Label 

    Enter a name for the agent section.

    Important: The selection made here is visible only during runtime.

    Agent Link Label 

    Enter a name for the agent link.

    Important: The selection made here is visible only during runtime.

    Agent Label 

    Enter a name for the agent.

    Important: The selection made here is visible only during runtime.

    Agent Field Placeholder   

    Enter a name for the agent field placeholder.

    Important: The selection made here is visible only during runtime.

    Company Label 

    Enter a name for the company label.

    Important: The selection made here is visible only during runtime.

    Business Unit Label 

    Enter a name for the business unit label.

    Important: The selection made here is visible only during runtime.

    Support Department Label 

    Enter a name for the support department label.

    Important: The selection made here is visible only during runtime.

    On Change
    Component to refreshSpecify the record editor components that should be refreshed when there is a change in the access.
    Label Visibility
    Hide Field Labels 

    Use the toggle key to hide or show the field labels.



    Hide Support Group Section Label 

    Use the toggle key to hide or show the support group section label.

    Hide Agent Section Label 

    Use the toggle key to hide or show the agent section label.

    Security
    Record Definition Name

    Specify the record instance or record definition name to define permissions associated with the record definition; 

    for example, disabling access manager component.

  6. If you had selected the Create mode, perform the following steps to add the Save Access action:
    1. On Palette, expand the Basic Components list, click and drag the Action button component to the canvas.
      Make sure you place it after the Access Manager component.
    2. In the Properties pane, click Settings  .
    3. Scroll down to the Actions property, expand it and click Edit actions.
    4. In the Edit actions window, under Available actions, select Save Access.
    5. Click , specify a Component and a Record Instance Id


    6. Click Save. This ensures that the access is saved after the record is created.
  7. Click Save.


Result

The following image displays a view that uses the Access Manager  component:

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