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

What does this section cover?

Access Tokens

Back to Access Tokens Main Page 

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Table of Contents

Table of Contents
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Applying Access Token Definition or Classification Settings

Access Token Definitions provide a plethora of  and the Access Token Classifications (from CRM.COM R10 onwards) provide several settings related to the access token Access Token attributes, such as the Pass CodeCodes, the Identifier and the Authentication Code.
In this manual you can find out how the system behaves 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 that can be defined in the 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 Identifier is read 'Read-only'
    • The identifier Identifier is generated using the identifier Identifier sequence number
    • The generation is done takes place on saving (and not on creating)
  • If the automatic creation method is set to Unique Auto-Generated ID then
    • The identifier Identifier is read 'Read-only'
    • The identifier Identifier is generated using a GUID value (Globally Unique Identifier)
    • The generation is done takes place on saving (and not on creating)
On UpdateThe identifier 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 onlyThe pass code Pass Code is 'Read-only'
    • The Pass Code is generated using the pass code sequence 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 onlyThe pass code is 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 Pass Code is validated based on the specified format settings (see the "Validation information based on specified Format" process below)

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 onlyAuthentication Code is 'Read-only'
    • The authentication code Authentication Code is generated using the authentication code sequence 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 onlyAuthentication Code is 'Read-only'
    • The authentication code is Authentication Code is generated using a GUID value
    • The generation is done on saving (and not on creating)
 
On UpdateThe authentication  code is 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

On On
SettingValidations & System Processing
Selected: Allow Creating Access Tokens with no identifier and pass codeIdentifier and Pass Code: Selected When creating or updating an access tokenAccess Token
  • If the identifier Identifier is not specified and not auto-generated automatically then No no validation error will be thrown displayed
  • If the pass code Pass Code is not specified and not auto-generated automatically then No no validation error will be throwndisplayed
Not Selected: Allow Creating Access Tokens with no identifier and pass codeIdentifier and Pass Code: Not Selected

When creating or updating an

access token

Access Token

    • If the identifier Identifier is not specified and not generated automatically thenA auto-generated the a validation error will be throwndisplayed
    • If the pass code Pass Code is not specified and not auto-generated automatically then A a validation error will be throwndisplayed

Applying Accounts Receivable Settings on

relating

related Access Tokens with Accounts Receivable

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

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

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

Applying Rewards Participants Settings on

relating

related Access Tokens with Rewards Participants

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

 

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