Difference between revisions of "Object Packaging Options"

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m (Text replace - 'Settings > Administration > Global Resources > Global Picklists' to 'Settings > Global Resources > Global Picklists')
 
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When creating a [[Packages#About Locked and Unlocked Packages|Locked Package]], you can give subscribers limited control over [[Object]]s and [[Global Picklists]].  
When creating a [[Packages#About Locked and Unlocked Packages|Locked Package]], you can give subscribers limited control over [[Object]]s and [[Global Picklists]].  
{{Enablefeature|Package Permission Control|Manage Tenant Capabilities|}}
__TOC__
__TOC__
==Permissions==
==Permissions==
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!Default
!Default
|-
|-
| [[Properties#Packaging Options|Objects]] || '''canExtend'''||can subscriber add new fields and inherit from this object || '''Yes'''
| [[Object Properties#Packaging Options|Allow subscribers to extend]] || '''canExtend'''||can subscriber add new fields and inherit from this object || '''Yes'''
|-
|-
| [[Actions]] ||canDisable ||can subscriber disable this action || No
| [[Actions]] ||canDisable ||can subscriber disable this action || No
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==Specifying Permissions==
==Specifying Permissions==
To specify permissions for an object:
To specify permissions for an object:
# '''Designer > Data > Objects'''
# '''Designer > Objects'''
# Select the object you want to package
# Select the object you want to package
# Select the tab for the attribute you want to customize
# Select the tab for the attribute you want to customize
# Click '''[Edit]'''
# Click '''[Edit]'''
#:* In the ''Workflows'' tab, the Workflow Designer is launched.<br/>The attribute is near the bottom of the navigation pane.
#:* In the ''Workflows'' tab, the Workflow Designer is launched.<br/>The attribute is near the bottom of the navigation pane.
#:* In other tabs, selections are specified in the '''Packaging Options''' section.
#:* In other tabs, selections are specified in the '''Locked Package Options''' section.


To specify permissions for a global picklist:
To specify permissions for a global picklist:
# '''Designer > Global Resources > Global Picklists'''
# '''Settings > Global Resources > Global Picklists'''
# Select the global picklist
# Select the global picklist
# Click '''[Edit]'''
# Click '''[Edit]'''
# Under '''Packaging Options''', make your selections.
# Under '''Locked Package Options''', make your selections.


==Effect of Package Overwrite and Merge on Object Packaging Options==
==Effect of Package Overwrite and Merge on Object Packaging Options==

Latest revision as of 01:53, 20 February 2014

When creating a Locked Package, you can give subscribers limited control over Objects and Global Picklists.

Permissions

Using the settings below, you can give users permission to disable, modify, or extend the following attributes of an object.

Object Attribute Permission Description Default
Allow subscribers to extend canExtend can subscriber add new fields and inherit from this object Yes
Actions canDisable can subscriber disable this action No
Validations canDisable can subscriber disable this validation No
Data Policies canDisable can subscriber disable this data policy No
Print Templates canDisable can subscriber disable this print template No
Workflows canDisable can subscriber disable this workflow No

You can also specify permissions for a Global Picklist:

Object Attribute Permission Description Default
Global Picklists

canAdd

canDelete

canModify

can subscriber add new items to this global picklist

can subscriber delete items from this global picklist

can subscriber modify items inside this global picklist

No

Specifying Permissions

To specify permissions for an object:

  1. Designer > Objects
  2. Select the object you want to package
  3. Select the tab for the attribute you want to customize
  4. Click [Edit]
    • In the Workflows tab, the Workflow Designer is launched.
      The attribute is near the bottom of the navigation pane.
    • In other tabs, selections are specified in the Locked Package Options section.

To specify permissions for a global picklist:

  1. Settings > Global Resources > Global Picklists
  2. Select the global picklist
  3. Click [Edit]
  4. Under Locked Package Options, make your selections.

Effect of Package Overwrite and Merge on Object Packaging Options

When you republish a package, you can either overwrite the previous version, or merge your changes into it. If you choose to overwrite the previous version, then subscribers' choices are discarded, as shown in the table below.

Publishing Option Permissions Granted by Publisher? Subscriber's Setting Retained?
Overwrite Yes No
Merge Yes Yes

For example, suppose that an object Action allows canDisable, and that a subscriber had chosen to disable it. If the package is overwritten when republished, the subscriber's setting is erased, and the action is once again enabled.

The moral is:

When you overwrite a package, warn subscribers to record the settings for any object attributes over which they have control, so they are prepared to reestablish non-default settings after upgrading.