Setting a subject's form-specific access to an extended ACL target

When you set a subject's access to an extended ACL target, you can use this optional procedure to make exceptions to the subject's default access to the selected target and set access differently to documents created from a specific form.

About this task

For each form for which you want to set different access than the subject's default access set for the selected target, do the following:

Procedure

  1. Select the subject for which you are setting access in the Extended Access at target dialog box and click Form and Field Access to open the Form and Field access at target dialog box. The dialog box shows the forms in the directory in the Forms box. When you select a form in the Forms box, the Fields box shows only the fields in the selected form.
  2. Optional: To set the Form and Field access at target dialog box to display LDAP object classes and attributes rather than forms and fields, next to Schema select LDAP. This option works only if you are setting access to a directory on a server running the LDAP service.
  3. Optional: To look at the subject's default access to the selected target you previously specified in the Extended Access at target dialog box.
    1. In the Forms box, select the -Default- entry and look at the default Browse, Create, and Delete access settings. Optionally, modify these default access settings. The changes will show in the Extended Access at target dialog box when you close the Form and Field access at target dialog box.
    2. With the -Default- entry still selected in the Forms box, look at the -Default- entry in the Fields box to see the default Read and Write access. Optionally, modify these default access settings . The changes will show in the Extended Access at target dialog box when you close the Form and Field access at target dialog box.
  4. In the Forms box, select the form for which you want to set access. Notice that the Fields box changes to show only the fields on the selected form.
  5. In the Forms box, set the desired Browse, Create, and Delete access settings for the selected form.
  6. To set the subject's Read and Write access to all fields in the selected form:
    1. Keep the form for which you are setting access selected in the Forms box.
    2. Select -Default- in the Fields box.
    3. Set the subject's general Read and Write access to the fields on the selected form.
  7. To set the subject's Read and Write access to a specific field in the selected form:
    1. Keep the form for which you are setting access selected in the Forms box.
    2. Select the field in the Fields box.
    3. Set the subject's Read and Write access to the selected field. These settings take precedence over the settings specified in step 6.
  8. Optional: To show the form-specific access you have set:
    1. Click Show > Modified.
    2. Select a form listed in the Forms box to see the access set specifically for that form.
    3. With the form still selected, look at the Fields box to see the fields on the form for which you've set access.
  9. When you've finished setting form-specific access, click OK to close the Form and Field access at target dialog box.
  10. Click OK to save the extended ACL changes and close the Extended Access at target box.