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- In Portfolio Data Center, from the left navigation, select Setup > Metadata > Portfolio Data Reference Data Field Settings.
You see the Portfolio Reference Data Field Settings with the available list of fields. - Select the field for which you want to generate authorization from the list of the fields.
- On the Home tab, in the Manage group, click Edit. Or, double-click the field.
You see the Editing Field wizard. - Select the Authorization Needed check box to generate the pending authorization request.
When you edit/override the field value, the system does not append the field value to the master record until someone else authorizes the change. And also the system sets the entity's release level status to incomplete. Click Save & Close to save the changes.
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