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Find out how settings defined in the Access Token Definition are applied when creating or updating Access Tokens

Back to Access Tokens Main Page 

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Applying Access Token Definition or Classification Settings

Access Token Definitions and the Access Token Classifications (from CRM.COM R10 onwards) provide several settings related to Access Token attributes, such as Pass Codes, Identifier and Authentication Codes. 

Note

Access Token Definitions and Access Classification Settings are the same. The settings defined in the Access Token Definitions will only be applied as long as a Classification is not defined on the Access Token.

This manual tackles system behaviour for each of the settings defined in the Access Token Definitions or Access Token Classifications (from CRM.COM R10 onwards).

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 takes place 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 (Globally Unique Identifier)
    • The generation takes place 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

Applying Authentication Code Settings

ActionValidations & System Processing
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

Applying Automation Settings on Access Tokens Identifier and Pass Code

SettingValidations & System Processing
Allow Creating Access Tokens with no Identifier and Pass Code: Selected When creating or updating an Access Token
  • If the Identifier is not specified and not auto-generated then no validation error will be displayed
  • If the Pass Code is not specified and not auto-generated then no validation error will be displayed
Allow Creating Access Tokens with no Identifier and Pass Code: Not Selected

When creating or updating an Access Token

    • If the Identifier is not specified and not auto-generated the a validation error will be displayed
    • If the Pass Code is not specified and not auto-generated then a validation error will be displayed

Applying Accounts Receivable Settings on related Access Tokens with Accounts Receivable

SettingValidations & System Processing
Allow Creating Access Tokens on Creating Accounts Receivable: Selected
  • It is possible to create new Access Tokens while creating a new or updating an existing Accounts Receivable.

Allow Creating Access Tokens on Creating Accounts Receivable: Not Selected
  • It is not possible to create new Access Tokens while creating a new or updating an existing Accounts Receivable. The system will only allow the selection of existing Access Tokens.

Always require at least one Access Token: Selected
  • The system will validate that at least one Access Token is related with the Accounts Receivable which is being created or updated.
Maximum number of Access Tokens: Defined
  • The system will validate that the Access Tokens related with the Accounts Receivable which is being created or updated, are equal or less than the defined number.

Applying Rewards Participants Settings on related Access Tokens with Rewards Participants

SettingValidations & System Processing
Allow Creating Access Tokens on Creating Rewards Participants: Selected
  • It is possible to create new Access Tokens while creating a new or updating an existing Rewards Participants
Allow Creating Access Tokens on Creating Rewards Participants: Not Selected
  • It is not possible to create new Access Tokens while creating a new or updating an existing Rewards Participants. The system will only allow the selection of existing Access Tokens.
Always require at least one Access Token: Selected
  • The system will validate that at least one Access Token is related with the Rewards Participants which is being created or updated
Maximum number of Access Tokens: Defined
  • The system will validate that the Access Tokens related with the Rewards Participants which is being created or updated are equal or less than the defined numb
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