Create a user criteria record for Change Management

Create a user criteria record to control user access to widgets.

Before you begin

Role required: admin

About this task

A user criteria record on a change model controls access to the model's widgets. The criteria is evaluated only when the record is active and linked to the change model through the Available For related list. If either condition is not met, the criteria is not invoked.

Procedure

1. Navigate to All > Change > Models > User Criteria.
2. Select New to open the record.
3. On the form, fill the fields.

   Table 1. User Criteria record

   Field	Description
   Name	Unique name for the user criteria record.
   Active	Option to make the condition active.
   Users	Users to be granted access.
   Groups	Groups to be granted access.
   Roles	Roles to be granted access.
   Companies	Companies to be granted access.
   Locations	Locations to be granted access.
   Departments	Departments to be granted access.
   Match All	Determines whether all elements from each populated criteria field must match. If selected, only users who match all criteria are given access. If cleared, the user must meet one or more of the set criteria to be given access. By default, this check box is cleared so that any condition met provides a match.
   Advanced	Displays or hides the Script field.
   Script	Defines any additional criteria, and returns true or false. This field is available only if Advanced is selected.

4. Select Submit.