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.
Define New ValueSet:
To assign values to this value set follow the navigation path below and do accordingly
Navigation: Application Developer >> Flexfield >> Descriptive >> Values
