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TrackStudio Enterprise 3.5
Defining Who Can View and Edit Custom Fields

The following topic describes how to define who can view and edit custom fields.

To define who can view or edit a custom field connected to a task:
  1. Select the task containing the custom field.
  2. Click the Current Task -> Custom Fields... menu item.
  3. Choose a custom field.
  4. Click the Permissions tab.
  5. Define which users can view and edit the custom field.
  6. Click the Save button.

To define who can view or edit a custom field connected to a workflow:
  1. Click the Current Task -> Workflows... menu item.
  2. Choose the workflow which contains the custom field.
  3. Click the Custom Fields tab.
  4. Choose a custom field.
  5. Click the Permissions tab.
  6. Define which users can view and edit the custom field for each task state.
  7. Click the Save button.
  8. Click the Message Type Permissions tab.
  9. Define which users can view and edit custom field using the Add Message pulldown.
  10. Click the Save button.

 

To define who can view or edit a custom field connected to a user:
  1. Select the user that owns the custom field.
  2. Click the Current User -> Custom Fields... menu item.
  3. Choose a custom field.
  4. Click the Permissions tab.
  5. Define which users can view and edit the custom field.
  6. Click the Save button.