Adding Record Type Security

To set security on a record type in Civic Platform, you must first define each FID in the Standard Choice APPLICATION_TYPE_SECURITY_FID.

The record type security defined in Civic Platform also takes effect in Mobile Office. For example, if you set limitations on the status of a record type in Civic Platform, the limitations also apply to Mobile Office. Full access lets users view and modify the record status when creating or editing records from Mobile Office; Read-only access lets users only view the record status; and an access level of None lets users neither view nor update the record status.

The process to set limitations on record status is through FID 8141 Application Status setting and the record type security setting. The FID setting takes priority over the record type security. If you set FID 8141 Application Status to Read-only or None, Mobile Office adheres to the FID setting only. If you set FID 8141 Application Status to Full Access, Mobile Office adheres to the record type security based on these rules:

• If you assign different security levels to the record type and its record status, the permission set on the record status takes effect. Otherwise, inherit the permission set on the record type.

• If you assign multiple security levels to an Application Status (user group, module, or agency, user group), the security setting assigned to the user group takes effect.

• If you assign different security levels to the Application Status functional area at the same level (user group, module, or agency), the maximum permission takes effect.

  ---

  Note: If multiple security policies apply to an individual user, the security policy assigned to the user group determines the security level. For example, if an individual user is in a user group that has Full access but that user has only View access, the user security policy (View) applies.

  ---