Create a Conditional Security Restriction Entity

In order for an entity to be available to Conditional Security Restrictions Mechanism, it has to meet the following conditions:

1. Data Object Class

The entity's DO class must implement ICRMDOCSREntity interface and its six methods: 

1. getAssignedToUnit() 
2. getAssignedToUser()
3. getPrivacyLevel()
4. getStatus()
5. getState()
6. getType()

Note that these methods should return null if your data object has no state, status, type, privacy level, assigned to user, or assigned to unit values.

2. Entities Metadata File

In entities metadata file:

1. <csrexcluded> tag's value must be set to false. Keep in mind that <csrexcluded> default value is false, so in such cases, it can be omitted.
2. <typeentityid>, <statusentityid> and <stateentityid> tags must be defined whenever a type, status and/or state entity exist. 

3. Fields Metadata File

In fields metadata file, <csrexcluded> tag's value must be set to false for the fields that you want to be available for monitoring. Keep in mind that <csrexcluded> default value is false, so in such cases, it can be omitted.

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.