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Rule Editor different Business Roles

former_member593510
Discoverer
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2,035

Hello folks!

I would like to apply a rule for a field at page layout level, in order to assign to an unique business role: is it feasible?

Or we need to develop sdk?

Many thanks!

Cheers

Paolo

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Answers (2)

Answers (2)

former_member259099
Participant
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Please note: the Key User Rule Editor is a Key User tool only and must never be used by a PDI Development User!

If you have a Business User you have access to the Key User Tool which will be enabled via the Adaption Mode in the C4C system where you can enhance the UI with variety of functions -> Adding extension fields, adding rules, etc.. The Key User Rule Editor should be used by Business Users only, using Adaptation Mode in C4C. Login to the UI, click Adapt > Edit Master Layout.


If you have a PDI User you can use the UI Designer which can be accessed from the Cloud Application Studio. In here you can open the corresponding UI screen and then use the Extensibility Explorer to enhance the UI screen.

former_member438195
Participant
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Hello Paolo,

Currently the rule editor is not delivered in page layout level, but you can create a rule in master layout based on the business role, using the function "MYUSERROLES()" that will return the business role of the logged user.

You can refer to the following rule example: IF(MYUSERROLES()=="SALES_REP", true, false), that will control the e.g. visibility of a field based on the business role.

In case of any issue or question, please let me know.

Best Regards,

Vandré Philippsen

dhruv_mehta
Active Contributor
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Hi Can you please elobrate, Can u share a screen where u would use MYUSERROLES()

former_member438195
Participant
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Hi Dhruvin,

The "rule editor" is available for fields in header, QC, etc... You will find it under Adapt > Edit Master Layout > Field Properties. When you are editing the rule you will have the "Functions" repository. Please refer to the screenshot attached.

If you have further questions of how to use Rule Editor, please let me know.

Best Regards,

Vandré Philippsen