Transferring permissions
Function profiles will very often need the same permissions for a fixed set of business objects.
Similarly within a single function profile multiple business objects can have the same permissions for certain (extended) actions. If you had to manually assign these permissions to other business objects and function profiles, this would result in a lot of repetitive work. To avoid this, you can first define the function profile details (fields, (extended) actions and status transitions) for a single business object and then you use the Transfer permission details action to transfer them in one go to one or more business objects in one or more function profiles. Although you can both add and delete the function profile details of an individual business object, you have to transfer the added and removed details separately to the other business objects and/or function profiles.
Procedure
1. On BO Rights level, select the business object whose permission details you want transfer.
 | The list only displays the business objects for which Is authorized is enabled in Field definer . System fields are never shown because they cannot be authorized. |
2. On the action menu, click Transfer permission details.
The Transfer permission details wizard appears. Complete the wizard steps; these steps are outlined in the wizard’s Selection step panel. The steps displayed depend on the selected BO’s permission type.
For the following permission types, proceed with Step 9:
◦ Invisible
◦ Read only
◦ Full functionality
For permission type Specific, the Define transfer action step is selected.
3. Indicate whether you want to change the target’s permission type to Specific.
4. Depending on whether you want to transfer either added details or removed details from the selected BOs and function profiles, select the Add or Delete option.
| | If you need both to add and delete details, the transfer must be done twice. |
5. Click Next.
The Select the field(s) step appears. Select the field(s) that you want to add to the business objects and function profiles.
| | Use the SHIFT + CTRL keys to select multiple fields. A search bar is available for searching in the Available list. If there are no fields to be added, just click Next. The Select the action(s) step appears. |
6. Select the action(s) you want to add to the business objects and function profiles. If there are no actions to be added, just click Next.
The Select status transition(s) step appears.
7. Select the status transition(s) you want to add to the business objects and function profiles. If there are no status transitions to be added, just click Next.
The Select Extended action(s) step appears.
8. Select the extended action(s) you want to add to the business objects and function profiles. If there are no extended actions to be added, just click Next.
The Select the business object(s) step appears.
9. Select the business object(s) to which you want to add the above details.
◦ Select Show all business objects to display all the authorized business objects.
◦ Select Show related business objects to display all the related (authorized) business objects. Related business objects are all business objects that have the same base business object as the business object selected in Step 1.
10. Select the functional profile to which you want to add the above details. Click Next.
The Confirm step appears.
11. This screen displays a summary of the selected details.
◦ Click Complete to finish the transfer.
◦ Click Previous, if you want to make changes in any of the previous steps.
The selected details are transferred to the selected business objects and function profiles.
The following changes take place when the details are transferred:
• If an added field is transferred, all its permissions are also transferred. If the field already exists in the destination business object, then its permissions are overwritten.
If the selected field is not a system field in the original business object, but is a system field in the destination business object, then it will not be transferred.
• If a field, an action, a status transition with exactly the same system name is present in the destination business object or if an extended action with exactly the same Planon Software Suite class name is present in the destination business object, then they will be set to In use (if not already).
If this is not the case, the transfer of details to that business object is skipped and the transfer continues with the next detail/business object.
| | If you have selected the Delete option, all function profile details that are not in use for the selected business object are now displayed in the Available column. |
When deleting details, the following changes take place when the details are transferred:
• If a field, an action, a status transition with exactly the same system name is present in the destination business object or if an extended action with exactly the same Planon Software Suite class name is present in the destination business object, then they will be set to Not in use (if it was In use before.)
If this is not the case, the transfer of details to that business object is just skipped and the transfer continues with the next detail/business object.