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Find out how settings defined in the access token definition are applied when creating or updating access tokens

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Applying Access Token Definition or Classification Settings

Access Token Definitions provide a plethora of settings related to the access token attributes, such as the Pass Code, the Identifier and the Authentication Code. 

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titleAvailable from CRM.COM R10.0.0
 - As from release 10 the settings can also be defined on the Access Token Classification and only if the access token classification is not defined on the Access token then the settings defined if the Access Token Definitions will be taken into consideration
In this manual you can find out how the system behaves for each of the settings that can be defined in the the Access Token Definitions 

Applying Identifier Settings

ActionValidations & System Processing
On Save
  • If the automatic creation method is set to Unique Auto Generated Number then
    • The identifier is read only
    • The identifier is generated using the identifier sequence number
    • The generation is done on saving (and not on creating)
  • If the automatic creation method is set to Unique Auto Generated ID then
    • The identifier is read only
    • The identifier is generated using a GUID value
    • The generation is done on saving (and not on creating)
On UpdateThe identifier is validated based on the specified format settings (see the "Validation information based on specified Format" process below)

 

Applying Pass Code Settings

ActionValidations & System Processing
On Save
  • If the automatic creation method is set to Unique Auto Generated Number then
    • The pass code is read only
    • The pass code is generated using the pass code sequence number
    • The generation is done on saving (and not on creating)
  • If the automatic creation method is set to Unique Auto Generated ID then
    • The pass code is read only
    • The pass code is generated using a GUID value
    • The generation is done on saving (and not on creating)
 
On UpdateThe pass code is validated based on the specified format settings (see the "Validation information based on specified Format" process below)

Applying Authentication Code Settings

   
On Save
  • If the automatic creation method is set to Unique Auto Generated Number then
    • The authentication code is read only
    • The authentication code is generated using the authentication code sequence number
    • The generation is done on saving (and not on creating)
  • If the automatic creation method is set to Unique Auto Generated ID then
    • The authentication code is read only
    • The authentication code is generated using a GUID value
    • The generation is done on saving (and not on creating)
 
On UpdateThe authentication  code is validated based on the specified format settings (see the "Validation information based on specified Format" process below) 

Applying Automation Settings on Access Tokens Identifier and Pass Code

SettingValidations & System Processing
Selected: Allow Creating Access Tokens with no identifier and pass codeOn creating or updating an access token
  • If the identifier is not specified and not generated automatically then
    • No validation error will be thrown
  • If the pass code is not specified and not generated automatically then
    • No validation error will be thrown
Not Selected: Allow Creating Access Tokens with no identifier and pass code
  • On creating or updating an access token
    • If the identifier is not specified and not generated automatically then
      • A validation error will be thrown
    • If the pass code is not specified and not generated automatically then
      • A validation error will be thrown

Applying Accounts Receivable Settings on relating Access Tokens with Accounts Receivable

SettingValidations & System Processing
Selected: Allow Creating Access Tokens on Creating Accounts Receivable
  • It is possible to create new access tokens while creating a new or an existing accounts receivable
Not Selected: Allow Creating Access Tokens on Creating Accounts Receivable
  • It is not possible to create new access tokens while creating a new or an existing accounts receivable. The system will only allow selecting existing access tokens

Selected: Always require at least one access token
  • The system will validate that at least one access token is related with the accounts receivable which is created or updated
Defined: Maximum number of access tokens
  • The system will validate that the access tokens related with the accounts receivable which is created or updated, are equal or less than the specified number

Applying Rewards Participants Settings on relating Access Tokens with Rewards Participants

SettingValidations & System Processing
Selected: Allow Creating Access Tokens on Creating Rewards Particiapnts
  • It is possible to create new access tokens while creating a new or an existing Rewards Particiapnts
Not Selected: Allow Creating Access Tokens on Creating Rewards Particiapnts
  •  It  It is not possible to create new access tokens while creating a new or an existing Rewards Particiapnts. The system will only allow selecting existing access tokens
Selected: Always require at least one access token
  • The system will validate that at least one access token is related with the Rewards the Rewards Particiapnts which is created or updated
Defined: Maximum number of access tokens
  • The system will validate that the access tokens related with the Rewards the Rewards Particiapnts which is created or updated, are equal or less than the specified number

 

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