Visibility rule

Corporater BMP includes multiple settings that control visibility. Each setting applies at a different level.

• Visibility applies at object-level. Determines if an object displays on a page on Web.

• Visibility rules apply at object property-level for a specific object type. Determine if a property is visible and available for editing using inline editing on Web, on Edit pages on Web, or in Configuration Studio.

• Column configuration applies at column-level for table objects. Determines which columns are visible in a table object on Web.

 If a property in a table is set to 'Hidden' in a visibility rule and as 'Visible' in Column configuration, Corporater BMP displays that property as visible for the table.

 

You can add a visibility rule to an object to control which of its properties are visible for editing. As such, different sets of properties can display for objects of the same type.

For Corporater BMP to display a property, the property must meet specific conditions.

You can configure such conditions as rules or filters.

For example, you can create a condition for the Progress field on strategic initiatives to be available for editing only to users who are set as Responsible.

How to create a Visibility rule

To create a Visibility rule for an object, right-click it in the Type Management panel and choose Add -> Visibility rule.

Properties

General

• Name - the name of the object. The default value is "Visibility rule".

• Description - a text that describes the object. This field is optional.

Configuration

• Rule configuration - the rule sets that Corporater BMP uses as criteria to display properties for the selected object type.

  A rule set can include any number of rules.

  Each rule must include a scope, a property, a method, and a value.

   If you don't configure a rule or a rule set, Corporater BMP displays each property that's available for the selected object type, irrespective of its value.

  To create an additional rule in a rule set, click Add new rule.

   If multiple visibility rules exist for the same object property, Corporater BMP applies the more restrictive rule by default.

  To create an additional rule set, click Add new rule set.

  • [X of the following conditions are met] - the scope of the rule.

     If you select 'Any', properties must meet at least one of the rule in the rule set to display for the object.

  • [Property] - the object property to which the rule applies.

     For the rule to apply, the property mustn't be a function property or a token property.

  • [Method] - the method to apply to the object property.

  • [Value] - the value that the object property must have for the property to display.

    Enter a specific value or select one from list of values that are available for the object property.

• User filter - the rule sets that Corporater BMP uses as criteria for users to view the selected object type.

  A rule set can include any number of rules.

  Each rule must include a scope, a property, a method, and a value.

   If you don't configure a rule or a rule set, Corporater BMP displays the object type for each user.

  To create an additional rule in a rule set, click Add new rule.

  To create an additional rule set, click Add new rule set.

  • [X of the following conditions are met] - the scope of the rule.

     If you select 'Any', users must meet at least one of the rules in the rule set to view the object type.

  • [Property] - the user property to which the rule applies.

     For the rule to apply, the property mustn't be a function property or a token property.

  • [Method] - the method to apply to the user property.

  • [Value] - the value that the user property must have for the object type to display.

    Enter a specific value or select one from list of values that are available for the user property.

• Operations - the visibility type of each property of the selected object type.

  For each property in the Properties column, select an operation from the Operations column as follows:

  • [Hide] - users can't view the property.

  • [Read only] - users can view the property but can't edit its value.

  • [Enable] - users can view and edit the property.

     To search the Properties column for a specific property, click the column header and enter the first characters of the name of that property.

    To reset an operation for a specific property, select the property in the Properties column and then select "-" as the corresponding operation in the Operations column.

    To apply the same operation to multiple properties, press and hold the Ctrl key and select each property in the Properties column. Then, click the button that's associated with that operation.

    To reset the operations for multiple properties, click Clear with the properties selected in the Properties column.

     For Corporater BMP to display the Advanced tab on the Add and Edit pages for the object type on Web, you must enable at least one advanced property of the object type.

• Apply to - the Corporater BMP component to which the visibility rule applies.

  • Configuration Studio

  • Web editor - on the Edit page on Web.

  • Web table editor - in inline editing mode for the object on Web.

  • Description view editor - applicable only to description views that include the object type. In inline editing mode for the description view on Web.

  If you add a new property to the object type after you configure the visibility rule for that object type, Corporater BMP sets that property as visible by default.

Version 5.1.2.0

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