Once a form mapping for a field security policy is recorded and review is finished, you can apply the form mapping to the field security policy. If you do so, all form mapping records, of the same field security policy as the selected form mapping record, are applied.
For each form mapping record, this data is copied to the field security policy:
1. | Go to Dynamic field security management > Policies > All field security policies. |
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Note: You can also view form mappings for all field security policies. To do so, go to Dynamic field security management > Policies > Form mapping. |
2. | In the list, find and select the desired field security policy. |
3. | On the Action Pane, click Form mapping. |
4. | Click Form mapping. |
5. | Click Post to policy setup. |
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Note: If you have directly opened the Form mapping page, form mappings are shown for all field security policies. Before you apply a form mapping, select a form mapping record that belongs to the desired field security policy. |
6. | You can link a company group to a field security policy to define the companies to which the field security policy applies. |
  | In the Company groups field, enter or select a value. |
7. | Select the version number of the field security policy to which you want to apply the form mapping. |
  | In the Version number field, enter or select a value. |
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Note: You can only apply the form mapping to an inactive version of a field security policy. |
8. | You can indicate whether the form names, as defined in the form mapping, are copied to the field security policy. |
  | In the Create form specific setup field, select the desired option. |
9. | Sub-task: Set up batch processing. |
9.1 | Expand the Run in the background section. |
9.2 | In the Batch processing field, select an option. If Yes, also fill in the other fields. |
9.3 | If desired, you can set up the recurrence. |
  | Click Recurrence and fill in the fields as desired. |
9.4 | Click OK. |
10. | Click OK. |
Related to | Notes |
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Set up form mapping |
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