Field-Level Data Security Overview

You can configure field editability and visibility in the following areas of the PPM Workbench:

  • Field window. Use the Attributes tab to set general view and edit access for all users.

  • Field window. Use the Security tab to set view and edit access for a specific user list.

  • Request Type window. Use the Status Dependencies tab to set view and edit access for a field based on request status.

    Figure 4-1. Field visibility interactions shows the settings that determine whether a field is visible to a given user.

Figure 4-1. Field visibility interactions