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If you configure Field Level authorization using Reference Refrence Data Field Settings, it provides a streamlined workflow setup that defaults to all Field Groups Groups and Policies that uses that field. However, you can make exceptions at the Policy level where you can enable/disable the field selection for authorization, as needed. |
Set Up Field Level Authorization in Portfolio Data Field Settings
You can PDC allows you to configure field level authorization from the Preference Portfolio Data Field Settings menu.
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- In Portfolio Data Center, from the left navigation, select Setup > Metadata > Reference Data Field Settings.
You see the 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.
Set Up Field Level Authorization in Policies - Fields Settings
PDC Policies support changes to field level settings at the individual Policy level to allow configuration differences of the same field.
To set up field level authorization:
- In Portfolio Data Center, from the left navigation, select Setup > Policies.
You see the Policies workspace with the available list of policies. - Select the policy, in which the field you want to generate authorization resides.
- On the Home tab, in the Manage group, click Edit. Or, double-click the field.
You see the Edit policy page. - Select the Fields tab.
You see the Field Settings Override page with the available list of Fields groups with their respective fields. - Select the Authorization Needed check box corresponding to the field for which you want 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.