User Defined Fields (UDFs)
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      1. Samaritan Help Center
      2. Advanced Topics
      3. User Defined Fields (UDFs)

      UDFs: Assign Permissions to Individual Dropdown Values

      UDF dropdown menus can often contain a lengthy list of options. By assigning permissions to these options, you can ensure that users only see the options that are relevant to their specific workflow.

      Feature Compatible UDFs

      In eCoordinator, navigate to Tools>User Defined Fields. If you do not see the "User Defined Fields" option, please contact your administrator to ensure you have the appropriate permissions.

      For an introduction to UDFs, see User Defined Fields (UDFs).

      In order to make use of this feature, it is essential to configure your UDF with the following parameters:

      1. Type = Dropdown
      2. Check the "Allow multiple selections" box.
        1. Upon checking this box, the "Enable Value Level Permissions" option (4) will enable.
      3. Insert As = CheckBox or Drop Down.
      4. Check the "Enable Value Level Permissions" box.
        1. You may not be able to access this field unless "Allow multiple selections" (2) is also checked.
        2. By checking this box, you are allowing permissions to be set on the value level of this UDF.
      5. Ensure any role(s) you wish to assign value level permissions to have permission to the UDF by clicking "Set Permissions and Sharing".

      Once the UDF is configured in eCoordinator, the Value Level Permissions are in AMS and require AMS access to set the permission. If you do not have AMS access, please contact your administrator or Samaritan support for assistance.