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In entities metadata file: <segmentincluded> tag's value must be set to true. Keep in mind that <segmentincluded> default value is false.

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title	Restricted Entities

Code Block

language	xml
title	entities.xml
collapse	true

<entities>
	<entity>
		<id>CUSTOMRENTALS</id>
		<name>key_rental</name>
		<tablename>TRN_RENTALS</tablename>
		<classname>com.crm.dataobject.rentals.CUSTOMCRMDORental</classname>
		<moduleid>CUSTOM_RENTALS</moduleid>
		<metadatafile>rentals</metadatafile>
		<segmentincluded>true</segmentincluded>
	</entity>
	...
</entities>

Type, Status and Life Cycle State options are built based on the values of type, status and state entities defined by <typeentityid>, <statusentityid> and <stateentityid> tags

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2. Fields Metadata file

In fields metadata file, <csrexcluded> :

<qlfieldname> tag's value is the CRMQL field name and must be

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defined for the fields that you want to be available

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as segment criteria.
<segmentpreviewname> tag's value must be defined for the fields that you want to be displayed when previewing a segment. Valid values are ENTITYNUMBER, ENTITYNAME, ENTITYALTCODE, ENTITYDESC and are used when you want the field to be displayed as the entity's number, name, alternative code or description accordingly.

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title	Restricted Fields

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title	Restricted Processes and Printouts

Code Block

language	xml
title	entities.xml
collapse	true

<mainfield><entityfieldconfig>
	<<mainfield>
		<id>custom_number</id>
		<name>key_number</name>
		<xpath>number</xpath>
		<csrexcluded>true<<qlfieldname>rental.number</csrexcluded>qlfieldname>
	<plarexcluded>true</plarexcluded>
	<acrexcluded>true<<segmentpreviewname>ENTITYNUMBER</acrexcluded>segmentpreviewname>
	<audittrailexcluded>true</audittrailexcluded>
</mainfield>
	<fields>
		<field>
			<id>custom_type</id>
			<name>key_type</name>
			<relatedentityxpath>type</relatedentityxpath>
			<xpath>name</xpath>
			<qlfieldname>rental.type.name</qlfieldname>
		</field>
		<field>
			<id>custom_type_alt_code</id>
			<name>key_type_alt_code</name>
			<relatedentityxpath>type</relatedentityxpath>
			<xpath>altCode</xpath>
			<csrexcluded>true</csrexcluded>
			<plarexcluded>true</plarexcluded>
			<acrexcluded>true</acrexcluded>
			<audittrailexcluded>true</audittrailexcluded>
			<qlfieldname>rental.type.alternative_code</qlfieldname>
		</field>
		<field>
			<id>custom_account</id>
			<name>key_account</name>
			<relatedentityxpath>accountReceivable</relatedentityxpath>
			<xpath>name</xpath>
			<qlfieldname>rental.accounts_receivable.name</qlfieldname>
		</field>
		<field>
			<id>custom_state</id>
			<name>key_state</name>
			<xpath>state</xpath>
			<qlfieldname>rental.state</qlfieldname>
		</field>
		<field>
			<id>custom_effective_date</id>
			<name>key_effective_date</name>
			<xpath>effectiveDate</xpath>
			</field>
	...
</fields>
<collections><qlfieldname>rental.effective_date</qlfieldname>
		</field>
		<collection><field>
			<id>custom_items<expiration_date</id>
			<name>key_items<expiration_date</name>
			<relatedentityxpath<xpath>expirationDate</>xpath>
			<xpath>items</xpath><qlfieldname>rental.expiration_date</qlfieldname>
			<csrexcluded>false<</csrexcluded>field>
		
		<plarexcluded>true</plarexcluded><field>
			<acrexcluded>true<<id>custom_notes</acrexcluded>id>
			<method><name>key_notes</name>
				<ejbname>CUSTOMCRMUIRental<<xpath>sharedNotes</ejbname>xpath>
				<methodname>loadItemsTab<</methodname>field>
		
		<parameters><field>
					<parameter><id>custom_createdByUser</id>
			<name>key_created_by_user</name>
			<xpath>[DTO]</xpath><relatedentityxpath>createdByUser</relatedentityxpath>
					<<xpath>username</parameter>xpath>
				<<audittrailexcluded>true</parameters>audittrailexcluded>
			</method>field>
			<mainfield><field>
				<id>custom_serialNumber<updatedByUser</id>
				<name>key_updated_serialNumber<by_user</name>
				<relatedentityxpath>installedItem<<relatedentityxpath>updatedByUser</relatedentityxpath>
				<xpath>serialNumber<<xpath>username</xpath>
				<audittrailexcluded>true</audittrailexcluded>
			</mainfield>field>
			<fields>
				<field>
					<id>custom_code<createdByUnit</id>
					<name>key_created_productby_code<unit</name>
					<relatedentityxpath>installedItem<<relatedentityxpath>createdByUnit</relatedentityxpath>
					<xpath>product/code<<xpath>name</xpath>
					<audittrailexcluded>true</audittrailexcluded>
				</field>
				<field>
					<id>custom_type<updatedByUnit</id>
					<name>key_updated_productby_type<unit</name>
					<relatedentityxpath>installedItem<<relatedentityxpath>updatedByUnit</relatedentityxpath>
					<xpath>product/type/name</<xpath>name</xpath>
					<audittrailexcluded>true</audittrailexcluded>
				</field>
		</fields>
	</collection>
</collections>

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4. Modules Metadata File

In modules metadata file, define all the processes, common and additional, and printouts you want to be available for conditional security restriction under any feature of your entity's module.

Code Block

title	modules.xml
collapse	true

<moduleconfig>
	<modules>
		<module>
			<moduleid>CUSTOM_RENTALS</moduleid>
			...
			<features>
				<feature>
					<featureid>CUSTOM_MANAGE_RENTALS</featureid>
					....
					<commonprocesses>
						<process>
							<id>CUSTOM_CREATE_RENTAL</id>
							<name>key_create_rental</name>
							<description>key_create_a_new_rental</description>
							<methods>
								<method>
					<field>
			<id>custom_createdDate</id>
			<name>key_created_date</name>
			<xpath>createdDate</xpath>
			<audittrailexcluded>true</audittrailexcluded>
		</field>
		<field>
			<id>custom_updatedDate</id>
			<name>key_updated_date</name>
			<xpath>updatedDate</xpath>
			<audittrailexcluded>true</audittrailexcluded>
		</field>
	</fields>
		
	<collections>
		<collection>
			<id>custom_items</id>
			<name>key_items</name>
			<relatedentityxpath/>
			<xpath>items</xpath>
			<qlfieldname>rental.items</qlfieldname>
			<method>
				<ejbname>CUSTOMCRMUIRental</ejbname>
									<methodname>createButton<<methodname>loadItemsTab</methodname>
				<parameters>
					</method><parameter>
							<xpath>[DTO]</methods>xpath>
						</process>parameter>
						...
		</parameters>
			</commonprocesses>method>
					<additionalprocesses><mainfield>
						<process>
							<id>CUSTOM_SET_RENTAL_AS_EFFECTIVE<<id>custom_serialNumber</id>
							<name>key_set_rental_as_effective<serialNumber</name>
				<relatedentityxpath>installedItem</relatedentityxpath>
				<description>key_set_rental_as_effective</description><xpath>altCode</xpath>
				<qlfieldname>rental.items.serial_number</qlfieldname>
			<methods></mainfield>
			<fields>
				<field>
	<method>
				<id>custom_code</id>
					<ejbname>CUSTOMCRMUIRental</ejbname><name>key_product_code</name>
									<methodname>setAsEffective</methodname><relatedentityxpath>installedItem</relatedentityxpath>
								</method><xpath>product/code</xpath>
							</methods>
	<qlfieldname>rental.items.product_code</qlfieldname>
					</process>
field>
						...
<field>
					<<id>custom_type</additionalprocesses>id>
					<printouts><name>key_product_type</name>
					<<relatedentityxpath>installedItem</printouts>relatedentityxpath>
				</feature>
	<xpath>product/type/name</xpath>
					<qlfieldname>rental.items..product_type</qlfieldname>
				</features>field>
			</module>fields>
		...</collection>
	</modules>collections>
</moduleconfig>

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entityfieldconfig>

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Key

2. Fields Metadata file

4. Modules Metadata File