Partially Locked Components

THIS FEATURE IS CURRENTLY IN BETA

This topic details the behavior of the actions under every component. Refer this table legend to understand the table appropriately.

Table Legend:

- Action allowed

- Hover on the icon to see relevant information

- Action not allowed

Applications

The table below details what an administrator can do to a particular application with a tenant that installs a partially locked application.

Action Unlocked Partially Locked Locked
Clone
Edit
Integration Name
Add Tabs
Reorder Tabs
Remove Tabs
Delete

Table Legend:

- Action allowed

- Hover on the icon to see relevant information

- Action not allowed.

Table Legend:

 

Objects

The table below details what an administrator can do to a particular object with a tenant that installs a partially locked application.

Action Unlocked Partially Locked Locked
Clone Object
Create Relationship Between This Object & Another
Delete Object
Undeploy Object
Change Label
Change Description
Change Integration Name
Record Name Template
Add Attributes
Remove Attributes
Add Properties
Remove Properties
Create Child Components
Edit Child Components
Clone Child Components
Delete Child Components
Note:

  • Creating Relationship Between This Object & Another is now allowed when the application XML is locked.

  • Child Components mentioned above include:

    • Object Type

    • Field

    • Workflow Process, Status, Action

    • Report

    • Template

    • Chart

    • Gauge

    • View

    • Relationship

Object Types

The table below details what an administrator can do to a particular object type with a tenant that installs a partially locked application.

Action Unlocked Partially Locked Locked
Create Relationship Between This Object & Another
Clone Object Type
Delete Object Type
Undeploy Object Type
Change Label
Change Description
Change Integration Name
Create Child Components
Edit Child Components
Clone Child Components
Delete Child Components
Note:

  • Creating Relationship Between This Object & Another is now allowed when the application XML is locked.

  • Child Components mentioned above include:

    • Object Type

    • Field

    • Workflow Process, Status, Action

    • Report

    • Template

    • Chart

    • Gauge

    • View

    • Relationship

Hosted Files

The table below details what an administrator can do to a particular hosted file with a tenant that installs a partially locked application.

Property Unlocked Locked
Edit
View
Clone
Delete
Note:

  • Currently, hosted files can only be Locked or Unlocked in the Partial Lock Preferences page.

Tabs

The table below details what an administrator can do to a particular tab when a tenant installs a partially locked application. This is applicable to generic or object tabs.

Prerequisites:

  • If the related object is unlocked, the tab should be unlocked.

  • If the related object is locked, the tab should be locked.

  • If the related object is partially locked, the tab should be partially locked yet the administrator can choose to keep tab page unlocked or locked..

Action Unlocked Partially Locked Locked
Tab Name
Parent Tab
Device Display
Icon
Add to Application
Remove from Application
Add Child Menus
Remove Child Menus

Pages

The table below details what an administrator can do to a particular relationship with a tenant that installs a partially locked application.

Prerequisites:

  • If the related object is unlocked, the page should be unlocked.

  • If the related object is locked, the page should be locked.

  • If the related object is partially locked, the page should be partially locked yet the administrator can choose to keep the page unlocked or locked.

Action Unlocked Partially Locked Locked
Create
Clone
Create Sections
Edit Sections (Rename, Control Visibility)
Delete Sections *
Move Sections
Create / Enable Tabs
Edit Tabs (Rename, Reorder, Control Visibility)
Delete Tabs *
Fields (Add, Remove, Move)
Edit HTML Components *
Edit Script Components *
Delete HTML Components *
Delete Script Components *
Note: * - indicates that it is only applicable for vendor created components. Custom components created by the user can still be deleted.

Fields

The table below details what an administrator can do to any particular field with a tenant that installs a partially locked application.

Prerequisites:

  • If the related object is unlocked, the field should be unlocked.

  • If the related object is locked, the field should be locked.

  • If the related object is partially locked, the field should be partially locked yet the administrator can choose to keep the field unlocked or locked.

Action Unlocked Partially Locked Locked
Clone Field

Delete Field
Change Label
Convert Field
Change Integration Name
View Settings (Header, Size, etc.)
Default Value
Field-Level Help
Advanced Field Properties (ie. Required, Unique, Etc.)

Note: The advanced field properties (ie. Required, Unique, Etc.) - Any integration names with protected prefixes would not be included in the integration name.
Delete Child Components

Text Field
Length
Input Mask

Text Area Field
Toggle HTML

Date Field
Date Adjustments & Display

Picklist Field
Add Values
Change Value Labels
Change Value Codes
Remove Values
Reorder Values
Change Default Value
Disable/Enable Values

Numerical Field
Decimal Places
Minimum Value
Maximum Value

Related/Reference Field
Source Field

Auto-Number Field
Display Format
Starting Number

File/Image Upload Field
Max File Size (Options Dictated by Customer)
Publicly Accessible
Enable PDF Annotation

Calculated Fields (Formula, Expression, Template)
Return Type
Edit Code
View Code
Dependencies

Document Template Field
Default Template
Popup-window
Integration Link Field
Link
Popup-window
Lookup Field
Links Alignment
Hide Quick Create
Autocomplete
Main/Link Lookup

Relationships

The table below details what an administrator can do to any particular relationship with a tenant that installs a partially locked application.

Prerequisite: The user should be able to create a relationship between ANY objects regardless of it’s Locked status.
Action Unlocked Partially Locked Locked
Delete
Label
Convert Cardinality
Orphan Control
Cloning Control

Batch Jobs

The below section details what an administrator can do to batch jobs when a tenant that installs a partially locked application.

Action/Property Unlocked Partially Locked Locked
Create
Integration Name
Edit Code
View Code
Delete
Enabled

Recursion

  • Start At

  • Repeat

  • EveryPriority
Notify Address
Note: As stated above, Notify Address can be updated in the UI for any unlocked, partially locked, or fully locked application, however the same in API, all the configurations are restricted.

Additionally, below section details what an administrator can do to any specific batch job type when a tenant that installs a partially locked application.

Action/Property Unlocked Partially Locked Locked

System Backup
Upload Backup Properties

Generate Report
Report
Output Format
Subject
Email Address

FTP Data Snapshot
Report
Output Format
File Name
FTP Credentials

Scheduled FTP Import
Change Object
Import Map
Action
Import Mode / Properties
Unique Field
FTP Credentials

 

Templates

The section below details what an administrator can do to any template when a tenant installs a partially locked application.

Action Unlocked Partially Locked Locked

Clone

Integration Code

Template Name

Private

Edit Content

Delete

Likewise, the section below details what an administrator can do to any particular template content when a tenant installs a partially locked application.

Action/Property Unlocked Partially Locked Locked
Mail Template Content

Private

Format

Subject

Body
Quick Filter Content

Columns

Search Condition

Filter by Date Field

Field | Operand | PL | Size
Record Template Content

Record to Clone
Document Template Content

Render as PDF

Flatten Populated Form

Document Name Template

Upload File

Template Format

Custom Picklist

The section below details how an administrator can configure a custom picklist item when a tenant installs a partially locked application.

Action/Property Unlocked Partially Locked Locked
Add New Picklist Items
Delete Existing Picklist Items
Edit Existing Picklist Items *
Note:
  • * indicates - For picklist items created within the installation tenant, the administrator has unrestricted edit and delete permissions. Picklist items that are installed as part of the application, however, cannot be deleted and have restricted editing.
  • The source administrator has the option to either remove or keep unlocked picklist items based on the override flag. However, the administrator cannot delete any newly added picklist items added by the destination tenant. This does not apply to fully locked picklist items.

Shared Picklist

The section below details how an administrator can configure a shared picklist item when a tenant installs a partially locked application.

Action/Property Unlocked Partially Locked Locked
Add New Picklist Items
Delete Existing Picklist Items
Edit Existing Picklist Items *
Note:
  • * indicates - For picklist items created within the installation tenant, the administrator has unrestricted edit and delete permissions. Picklist items that are installed as part of the application, however, cannot be deleted and have restricted editing.
  • The source administrator has the option to either remove or keep unlocked picklist items based on the override flag. However, the administrator cannot delete any newly added picklist items added by the destination tenant. This does not apply to fully locked picklist items.

See Picklist Field for more information.