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adminhelp:usersadministration:permission_groups [2018/05/08 05:32]
atadic [Reevaluating Permission Group Formulas]
adminhelp:usersadministration:permission_groups [2018/05/18 07:38] (current)
atadic [Reevaluating Permission Group Formulas]
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 == Example == == Example ==
 To enable the same permission rights to all Sales Administrators who work in CallidusCloud, you should combine simple and advanced search.\\ To enable the same permission rights to all Sales Administrators who work in CallidusCloud, you should combine simple and advanced search.\\
-{{:adminhelp:usersadministration:cpq_174_permission_groups.png?0x400}}\\+{{:adminhelp:usersadministration:permissiongroups_simple_advanced.png?300}}\\
 Selecting **Sales** and **Sales Management** user types and **CallidusCloud** company filters a group of Users that match both criteria. After the advanced formula //CTX( Visitor.IsAdmin )//  is applied, the group is additionally filtered to Administrators. Due to AND logic between the simple and advanced search, the Permission Group contains Sales Administrators from CallidusCloud.\\ Selecting **Sales** and **Sales Management** user types and **CallidusCloud** company filters a group of Users that match both criteria. After the advanced formula //CTX( Visitor.IsAdmin )//  is applied, the group is additionally filtered to Administrators. Due to AND logic between the simple and advanced search, the Permission Group contains Sales Administrators from CallidusCloud.\\
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   * Define the name of the permission group. The System Id is automatically generated as you enter the name of the group.   * Define the name of the permission group. The System Id is automatically generated as you enter the name of the group.
   * (Optional) In **Description**, describe the group and add any additional notes you might have.   * (Optional) In **Description**, describe the group and add any additional notes you might have.
-  * In the **Permission Groups** section, select filter criteria: +  * Move permission groups from **Available Permission Groups** to **Selected Permission Groups**. 
-          * Select User type, Company, Market and Brand from the system and a checkmark displays next to the selected valuesThe list allows multiple selectionOptionallyyou can choose **Select all Permission Groups**. +          * Type search query into the **Available Permissions Groups** search box. 
-          * Select **Advanced mode** for a more complex filtering. In advanced mode, you can create formulas to inspect values of User custom fields. +          * Either click {{:adminhelp:usersadministration:arrow.png?16}}or click on the name of permission group to expand the group (e.g. Companies) and select specific group from the list that displays (e.g. CallidusCloud). Alternatively, to expand all available permission groups, click **Expand All**Selecting a specific permission group from the list is done by either clicking on the name of the group in question or by clicking {{:adminhelp:usersadministration:right_arrow.png?16}} which appears when hovering over the name of the group. 
-          * Click {{:adminhelp:usersadministration:cpq_174_formula_icon.png?15}} and a formula builder pops up.+          * Add all groups belonging to the main permission groupTo do sohover over the name of the main permission group and click either **Add all** or the rightward-pointing arrow. The selected permission groups are listed in **Selected Permission Groups**. 
 +          * Enable the **Advanced mode** toggle switch for a more complex filtering. In advanced mode, you can create formulas to inspect values of User custom fields. 
 +          * Click **Formula Builder** and a formula builder pops up.
           * Create an advanced formula using tags. Please note that the system accepts only the tags that pull values from the fields of the logged User. You cannot pull values from the Quote or the Configurator context.           * Create an advanced formula using tags. Please note that the system accepts only the tags that pull values from the fields of the logged User. You cannot pull values from the Quote or the Configurator context.
-          * Click **Save**. The filtered Users are included in the group. +          * Click **Save**. The filtered Users are included in the group.
 **Note**: If you know the names of Users you wish to include, you should skip the simple and advanced search and enter their name in the **Users** search field. Multiple selection is allowed and the list of Users is displayed below the search field.\\ **Note**: If you know the names of Users you wish to include, you should skip the simple and advanced search and enter their name in the **Users** search field. Multiple selection is allowed and the list of Users is displayed below the search field.\\
  
 For more details on defining permission groups, please click **See how to combine fields into permission group**, placed above **Available Permission Groups**. For more details on defining permission groups, please click **See how to combine fields into permission group**, placed above **Available Permission Groups**.
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