dspConduct

Add an Org Unit Type to a Category Object

Before performing this task, Add Organizational Units and Add a Category Object.

A Designer performs this task.

The user identifies whether each category object uses org units and what those org unit types are. This gives the Content WebApp the ability to drive data-level security of values within the org units so that users only see the data that is relevant to their org unit security setup.

Each category object is limited to three org unit types. An org unit type consists of org units that have been created on the Org Units page.

For example, the category Customer uses a category object of Customer Data. The Customer Data category object uses the Company Code org unit for org unit type 1 and the SalesOrg org unit for org unit type 2. Org unit type 3 is not populated.

To add an org unit type to a category in dspConduct™:

  1. Select dspConduct > Design in the Navigation pane; the Category page displays.
  2. Click Vertical View for a category NAME.
  3. Click the Org Unit Types button.

  4. If no records exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Category Org Unit Type page

  5. Select a category object from the OBJECT NAME list box.

    NOTE: If no category objects exist for this category, the OBJECT NAME defaults to the category name. Refer to the Category page for more information.

  6. If a category object must be added, click Click to add a new item. The Category Objects page displays in add mode in another browser tab.

  7. Enter the category object name in the OBJECT NAME field.

  8. Click Save.

  9. Return to the Category Org Unit Type page.

  10. Select the newly added category object from the OBJECT NAME list box.

  11. Select an org unit from the ORGUNIT1TYPE, ORGUNIT2TYPE or ORGUNIT3TYPE list boxes as needed.

  12. Click Save.