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Defining Custom Property Sheets for a Security Profile

This section discusses OfficeTalk's ability to present users with customised property sheets for editing OfficeTalk data which may contain custom fields. For more information about custom fields and custom property sheets, see Custom Fields.

OfficeTalk lets you define custom property sheets for several different types of OfficeTalk data. The property sheets used to edit certain OfficeTalk data may be assigned on a per security profile basis. Members of a certain security profile will inherit its property sheets. In this way. different users may be assigned different property sheets to view and edit the same OfficeTalk data. For example, users in the accounts department may need to access financial data about contacts, but users in the sales department may need to access just address and personal information held against contacts. These assignments may be made from the Custom Data wizard and they may also be made, on a per security profile basis, from the Security Profile property sheet.

Select the Property Sheets tab. The Property Sheets page contains a drop down list of OfficeTalk data types. Select the relevant data type. For example, if you wish to select a property sheet for the members of this security profile to use in order to edit contact records, select Contacts from this list. Next, from the Dialog drop down list, select the property sheet that you wish members of this security profile to use when editing contacts. You may choose between the following:

Dialog Description
OfficeTalk default This is the standard dialog box as supplied with OfficeTalk.
Workgroup default This is the dialog box which has been selected as the workgroup default. This is the default setting.
User defined Any user defined dialog boxes will appear next in the drop down list. Choose the dialog box that the user will access when adding or editing records of the associated data type.
The changes will effect the relevant users the next time they log on to OfficeTalk. Any changes effecting you will take effect immediately.


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