Data

The Data tab provides the ability to enable access to Data.

Available operations:

• Enable View, Create, Delete, or Export access for data records
• Enable View or Update access when viewing the properties of data records
• Enable View, Create, Update, or Delete access for the Images tab
• Enable View, Create, Delete, or Export access for the Notes tab
• Enable View, Update, Delete, or Export access for the Waves tab
• Enable View, Update, Delete, or Export access for the Tasks tab
• Enable View, Update, Delete, or Export access for the Attachments tab
• Enable View or Export access for the History tab
• Enable View or Export access for the Rationalization tab
• Enable View access for the QR Code tab
• Enable View, Update, Delete, or Export access for the Linked Records tab
• Enable View, Update, Delete, or Export access for the Related Records tab
• Enable View access for the Relationship Chart tab
• Enable access to specific data types
• Enable object level permissions to restrict access to specific data records
• Select all or deselect all permissions for data
• Ignore data permissions from this Security Group

View

From the Data tab, you can enable View access for data.

Available operations with View access:

• View the list of primary data records (requires View Data View to see data record hyperlinks)
• View the list of secondary data records (requires View Data View to see data record hyperlinks)

Create

From the Data tab, you can enable Create access for data.

Available operations with Create access (requires View):

• Create new primary data records
• Create new secondary data records

Update

From the Data tab, you can enable Update access for data.

Available operations with Update access (requires View):

• Edit primary data records
• Edit secondary data records
• Edit primary data records in bulk
• Edit secondary data records in bulk

Delete

From the Data tab, you can enable Delete access for data.

Available operations with Delete access (requires View):

• Delete primary data records
• Delete secondary data records

Export

From the Data tab, you can enable Export access for data.

Available operations with Export access (requires View):

• Export the list of primary data records
• Export the list of secondary data records

View Data

View

From the Data tab, you can enable View access when viewing the properties of data.

Available operations with View access (requires Data View):

• View the properties of primary data records
• View the properties of secondary data records

Update

From the Data tab, you can enable Update access when viewing the properties of data.

Available operations with Update access (requires View):

• Edit the properties of primary data records
• Edit the properties of secondary data records

Images

View

From the Data tab, you can enable View access for images when viewing the properties of data.

Available operations with View access (requires View Data View):

• View images uploaded to primary data records
• View images uploaded to secondary data records

Create

From the Data tab, you can enable Create access for images when viewing the properties of data.

Available operations with Create access (requires View):

• Upload images to primary data records
• Upload images to secondary data records

Update

From the Data tab, you can enable Update access for images when viewing the properties of data.

Available operations with Update access (requires View):

• Update the label of primary data record images
• Update the label of secondary data record images

Delete

From the Data tab, you can enable Delete access for images when viewing the properties of data.

Available operations with Delete access (requires View):

• Delete primary data record images
• Delete secondary data record images

Notes

View

From the Data tab, you can enable View access for notes when viewing the properties of data.

Available operations with View access (requires View Data View):

• View notes associated with primary data records
• View notes associated with secondary data records

Create

From the Data tab, you can enable Create access for notes when viewing the properties of data.

Available operations with Create access (requires View):

• Create new primary data record notes
• Create new secondary data record notes

Delete

From the Data tab, you can enable Delete access for notes when viewing the properties of data.

Available operations with Delete access (requires View):

• Delete primary data record notes
• Delete secondary data record notes

Export

From the Data tab, you can enable Export access for notes when viewing the properties of data.

Available operations with Export access (requires View):

• Export the list of notes associated with primary data records
• Export the list of notes associated with secondary data records

Waves

View

From the Data tab, you can enable View access for waves when viewing the properties of data.

Available operations with View access (requires View Data View and Waves View):

• View waves linked to primary data records (requires View Wave View to see wave hyperlinks)

Update

From the Data tab, you can enable Update access for waves when viewing the properties of data.

Available operations with Update access (requires View):

• Link waves to primary data records

Delete

From the Data tab, you can enable Delete access for waves when viewing the properties of data.

Available operations with Delete access (requires View):

• Unlink waves from primary data records

Export

From the Data tab, you can enable Export access for waves when viewing the properties of data.

Available operations with Export access (requires View):

• Export the list of waves linked to primary data records

Tasks

View

From the Data tab, you can enable View access for tasks when viewing the properties of data.

Available operations with View access (requires View Data View and Tasks View):

• View tasks linked to primary data records
  • Requires
    • View Task View to see task hyperlinks
    • View Wave View to see wave hyperlinks

Update

From the Data tab, you can enable Update access for tasks when viewing the properties of data.

Available operations with Update access (requires View):

• Link tasks to primary data records

Delete

From the Data tab, you can enable Delete access for tasks when viewing the properties of data.

Available operations with Delete access (requires View):

• Unlink tasks from primary data records

Export

From the Data tab, you can enable Export access for tasks when viewing the properties of data.

Available operations with Export access (requires View):

• Export the list of tasks linked to primary data records

Attachments

View

From the Data tab, you can enable View access for attachments when viewing the properties of data.

Available operations with View access (requires View Data View and Attachments View):

• View attachments linked to primary data records (requires View Attachment View to see attachment hyperlinks)
• View attachments linked to secondary data records (requires View Attachment View to see attachment hyperlinks)
• Create new attachments for primary data records (requires Attachments Create)
• Create new attachments for secondary data records (requires Attachments Create)
• Download attachments linked to primary data records (requires Attachments Download)
• Download attachments linked to secondary data records (requires Attachments Download)

Update

From the Data tab, you can enable Update access for attachments when viewing the properties of data.

Available operations with Update access (requires View):

• Link attachments to primary data records
• Link attachments to secondary data records

Delete

From the Data tab, you can enable Delete access for attachments when viewing the properties of data.

Available operations with Delete access (requires View):

• Unlink attachments from primary data records
• Unlink attachments from secondary data records

Export

From the Data tab, you can enable Export access for attachments when viewing the properties of data.

Available operations with Export access (requires View):

• Export the list of attachments linked to primary data records
• Export the list of attachments linked to secondary data records

History

View

From the Data tab, you can enable View access for the history when viewing the properties of data.

Available operations with View access (requires View Data View):

• View the history of primary data records
• View the history of secondary data records

Export

From the Data tab, you can enable Export access for the history when viewing the properties of data.

Available operations with Export access (requires View):

• Export the history of primary data records
• Export the history of secondary data records

Rationalization

View

From the Data tab, you can enable View access for rationalization when viewing the properties of data.

Available operations with View access (requires View Data View):

• View the rationalization activity of primary data records
• View the rationalization activity of secondary data records

Export

From the Data tab, you can enable Export access for rationalization when viewing the properties of data.

Available operations with Export access (requires View):

• Export the rationalization activity of primary data records
• Export the rationalization activity of secondary data records

QR Code

View

From the Data tab, you can enable View access for the QR code when viewing the properties of data.

Available operations with View access (requires View Data View):

• View the QR code of primary data records
• View the QR code of secondary data records

Linked Records

View

From the Data tab, you can enable View access for linked records when viewing the properties of data.

Available operations with View access (requires View Data View and Data View):

• View primary data records linked to primary data records (requires View Data View to see data record hyperlinks)

Update

From the Data tab, you can enable Update access for linked records when viewing the properties of data.

Available operations with Update access (requires View):

• Link primary data records to primary data records
• Edit primary data records linked to primary data records (requires Data Update)
• Edit primary data records linked to primary data records in bulk (requires Data Update)
• Assign primary data records linked to primary data records to waves (requires Waves View)

Delete

From the Data tab, you can enable Delete access for linked records when viewing the properties of data.

Available operations with Delete access (requires View):

• Unlink primary data records from primary data records
• Unlink all primary data records of a specific data type from primary data records

Export

From the Data tab, you can enable Export access for linked records when viewing the properties of data.

Available operations with Export access (requires View):

• Export the list of primary data records linked to primary data records

Related Records

View

From the Data tab, you can enable View access for related records when viewing the properties of data.

Available operations with View access (requires View Data View and Data View):

• View data records related to primary data records (requires View Data View to see data record hyperlinks)
• View data records related to secondary data items (requires View Data View to see data record hyperlinks)

Update

From the Data tab, you can enable Update access for related records when viewing the properties of data.

Available operations with Update access (requires View):

• Relate data records to primary data records
• Relate data records to secondary data records
• Edit data records related to primary data records (requires Data Update)
• Edit data records related to secondary data records (requires Data Update)
• Edit data records related to primary data records in bulk (requires Data Update)
• Edit data records related to secondary data records (requires Data Update)
• Assign primary data records related to primary data records to waves (requires Waves View)
• Assign primary data records related to secondary data records to waves (requires Waves View)

Delete

From the Data tab, you can enable Delete access for related records when viewing the properties of data.

Available operations with Delete access (requires View):

• Unlink related data records from primary data records
• Unlink related data records from secondary data records

Export

From the Data tab, you can enable Export access for related records when viewing the properties of data.

Available operations with Export access (requires View):

• Export the list of data records related to primary data records
• Export the list of data records related to secondary data records

Relationship Chart

View

From the Data tab, you can enable View access for the relationship chart when viewing the properties of data.

Available operations with View access (requires View Data View):

• View the relationship chart of primary data records
• Navigate to a linked record by double clicking on a data record on the relationship chart (requires View Data View)

Data Types

From the Data tab, you can enable access to specific data types. To enable access:

1. Add data types
   1. Click the button to bring up the Data Types dialog
   2. Select data types from the Name drop down and then click the Add button. Click the Close button to cancel the operation.
      
   3. Added data types are displayed below the  button in a new tab
      
      NOTE: The security group cannot be created or updated until all referenced data types (lookups) are also added.
2. Set permissions for the added data types (View is required at minimum to access the Data module)
   
3. Click the button to delete a data type

Object Level

From the Data Type tab (e.g. Computer), you can enable object level permissions and restrict access to specific data records. To restrict access:

1. Enable access to specific data types
2. Click the Enable Object Level Permissions checkbox to enable object level permissions
   
   NOTE: A icon is displayed when Object Level Permissions is enabled.
3. Add data records of the selected data type
   1. Click the  button to bring up the Data Type dialog (e.g. Computer)
      1. Select data records from the Name drop down and then click the Add button. Click the Close button to cancel the operation.
         
         1. If the data type is instantiated more than once (e.g. lookup and alias, multiple aliases), select lookups from the Lookup drop down and select data records from the Name drop down, and then click the Add button.
            
         2. The primary lookup is selected by default (and hidden when no aliases are instantiated). Selected lookups will filter data types by the selected name on each column. In the example below, the selected Computer data type will filter on both the Computer and Replacement Device columns of the data types where the lookups are instantiated (e.g. Computer).
            
      2. Added data records are displayed below the  button
         
4. Set permissions for the added data records (View is required at minimum to access the Data module)
   NOTE: Object level permissions restricts access to the data records selected. Users cannot be assigned to more than one Security Group with the same module data type (e.g. Computer) if any of those data types include object level permissions.
   
5. Click the button to delete a data record (row)
6. Click the button to delete all data records of a data type
7. Uncheck the Enable Object Level Permissions checkbox to disable object level permissions
   NOTE: Deleting all data records of a data type (either from the Data Type tab (e.g. Computer) or the Data module) does not disable object level permissions and results in access to no data records of the data type.

Select All

From the Data tab, you can select all or deselect all permissions for data.

1. From the menu in the upper right corner, check Select All to check (enable) all permissions on the tab.
   
2. Uncheck Select All to uncheck (remove) all permissions on the tab.
   

Ignore

From the Data tab, you can ignore data permissions from this security group by selecting Ignore. This option is used when overlaying multiple security groups and data permissions are set by a different security group. Not enabling permissions on the Data tab, without selecting Ignore, results in no access, as overlaid security groups assume the most restrictive permissions.

Add Data Types

From the Data tab, you can add data types to enable access to specific data types. To add data types:

1. Click the  button to bring up the Data Types dialog
2. Select data types from the Name drop down and then click the Add button. Click the Close button to cancel the operation.
   
   NOTE: Data types are listed alphabetically.

Add Records

From the Data Type tab (e.g. Computer), you can add data records of a data type to restrict access to when enabling object level permissions. To add data records:

1. Click the  button to bring up the Data Type dialog (e.g. Computer)
2. Select data records from the Name drop down and then click the Add button. Click the Close button to cancel the operation.
   
   NOTE: Data records are listed alphabetically.
   1. If the data type is instantiated more than once (e.g. lookup and alias, multiple aliases), select lookups from the Lookup drop down and select data records from the Name drop down, and then click the Add button.
      
   2. The primary lookup is selected by default (and hidden when no aliases are instantiated). Selected lookups will filter data types by the selected name on each column. In the example below, the selected Computer data type will filter on both the Computer and Replacement Device columns of the data types where the lookups are instantiated (e.g. Computer).