Configuring Access Request user-defined fields

Use the User-defined Fields editor to define additional fields that apply to Access Requests. You can configure Access Request user-defined fields (UDFs) to provide a requester with additional fields that they must complete before submitting an access request. These Access Request UDFs display in the Additional Details tab in the Access Management Portal.

Example:

Your site may require that personnel complete health and safety training before entering an area. You can configure an Access Request UDF logical field type so that the requester can confirm their completion of health and safety training, before they submit an access request. You have the option to make these fields mandatory or optional.

For more information about User-defined Fields, refer to the C•CURE 9000 Software Configuration Guide.

Note: If you are using Access Management in an enterprise environment, during Multi Version mode, the Access Request UDF is not available for selection until all SAS's have been upgraded to version 2.60. The Access Request UDF is available for selection after the last SAS has been upgraded to version 2.60.

For more information about Multi Version mode in an Enterprise environment, refer to the C•CURE 9000 Enterprise Architecture Guide.

To create an Access Request user-defined field, complete the following steps:

  1. Click the Configuration button in the navigation pane.
  2. Click the Configuration drop-down menu and select User-defined Fields.
  3. Click New.
  4. In the Name field, type the name that you want the field to have in the C•CURE 9000 database for the User-defined field. This is not the name that is displayed in the object editor and in other views.
  5. Type a description for the field in the Description field.
  6. In the Customer Label field, enter text to specify the name for the field that appears in the C•CURE Portal, object editor, Report, Queries, and elsewhere in C•CURE 9000.
  7. Select a language from the Language field drop-down list to specify the language with which this Customer Label is used.
  8. Select a field type from the Field Type drop-down list.
  9. Click the Object Type drop-down list and select Access Request .
    Note: You cannot specify Mandatory Settings and Uniqueness in the Field Attributes tab. You can configure mandatory settings for Access Request user-defined fields in the Access Request Site editor.
  10. Click the Character Restrictions tab to specify a default value for the User-defined field. The value you choose must be valid for the field type. For example, you cannot specify a character string if the user-defined field type is logical.
    Note: You cannot create a mask for a character field for the Access Request user-defined field.
  11. Click Save and Close.