Field Classification


In a Nutshell

With Field Classifications you can fine-tune access and visibility of custom fields by marking fields containing personal or sensitive data. Additionally, you can use this screen to view the classification level for standard data object fields in Coresystems FSM .

ATTENTION: To perform actions within the FSM Applications a User must have at least PUBLIC/INTERNAL/CONFIDENTIAL assigned.


Functional Overview

Fields

1 Only Custom Field field classifications can be adjusted.
2 For all standard fields there is a defined classification setting that cannot be changed.
3 In the field configuration / UDFMeta there is a property for classification which is set for each field.
4 When a new field is added to the system the default classification INTERNAL is applied.

User Groups

5 A user group can be assigned to one or more classification types.
6 A user can access all fields matching the classification types selected within his user group.
7 A user has access to these fields within all coresystems modules (WFM, MDM, …).
8 By default all user groups have the access to CONFIDENTIAL, INTERNAL and PUBLIC
9 All default users of coresystems FSM must have access to CONFIDENTIAL, INTERNAL and PUBLIC in order to do their work.

API and Data Exchange

10 If a field is classified as CONFIDENTIAL and the user group to which the user is assigned has no access to this classification, an empty/null value will be returned stating the field has no access to this classification, an error message will be returned, and the value will not be written.
11 Within the mobile app, the classification is applied on every sync.

Access

The Standard Field Definitions screen is access at Admin > Company > Custom Objects > Standard Field Definitions.

These field classifications for custom objects are company-specific. That means if you have an account with multiple companies, fields classifications will also have to be edited where applicable for the other custom objects/fields shared with these companies.


A Closer Look


Standard Field Definitions List




The list view contains all fields contained in the Coresystem FSM applications. Here, you can view the field classifications for standard DTO fields.

Note:Classification levels can only be adjusted for Custom Fields.
Field Description
Name The name of the field contained in the DTO.
Mandatory When active, the field is mandatory.
Object The data object (DTO) with which the field is associated.
Type The type of data associated with the field.

Options include: boolean; datetime; array; enum; integer; float; string.

Standard Field Definition


By selecting a standard field definition, you can view the field classification level. Please note that the field classification cannot be changed.




Field Description
Name The name of the field. Please note that all names are in camel case (example: breakStartDateTimeTimeZoneId
Mandatory Read-only. When active, the field is mandatory.
Object Type Read-only. The data object with which the field is associated.
Type Read-only. The data type associated with the field.
Classification Level* Required. The classifcation level associated with the field. For more information on classification level types, refer to the Classification Level Types section.

Classification Level Types

The following classification levels can be assigned to Custom fields:





Classification Type Description
Internal The data contained in the field is for internal-use only.
Restricted The data contained in the field contained sensitive personal data.
Confidential The data contained in the field contains personal data.
Public The data contained in the field is public.

Custom Field Definition


By selecting an existing custom field definition or creating a new custom field definition, you can view and manage the field classification level:




Custom fields that have been defined can then be reutilized in another custom data object. When a custom field is updated, all instances where the custom field is referenced will also be updated.


Field Description
Name The name of the property of the custom object.
Description A description of the custom object/field. For internal purposes only.
Mandatory On or Off. When On, the property will be mandatory.
Type Required. When adding an additional field (property) to a custom data object, you will be able to select a data type.

Options include: boolean; date; date time; integer; float; string; time; referenced object. For more information, refer to the Custom Fields.
Editable Yes or no. By selecting No the custom field will no longer be editable.
If the custom field has already been defined, this link will appear. By clicking on the link, the application will redirect you to the custom field definition view. If you edit the custom field definition here, it will udpdate all instances where the custom field is referenced.
Classification Level Required. The classifcation level associated with the field. For more information on classification level types, refer to the Classification Level Types section.