Search: select-item-1
Last modified by admin on 2022/04/24 04:58
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Assign Tokens
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Assign Tokens You can assign token by following below steps: Step 1: In Manage Access, select Tokens tab Step 2: Select Assign Token Step 3: In the opened popup, select desired tokens
…. Edit Token You can edit token permissions by selecting Action icon button, then clicking Edit
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== **Assign Tokens** == You can assign token by following below steps: Step 1: In **Manage Access**, select** Tokens** tab [[image:image-20230630134349-1.png]] Step 2: Select **Assign Token** [[image:image-20230630134438-2.png]] Step 3: In the opened popup, select desired tokens. [[image:image
Assign Users
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Assign user You can assign users and set their permissions by following below steps: Step 1: In Manage Access, select Users tab Step 2: Select Assign User Step 3: In the opened popup, select
…in the Users list of the Manage Access tab. Edit user You can edit custom permissions by selecting Action
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: Step 1: In **Manage Access**, select** Users** tab [[image:image-20230630134940-1.png]] Step 2: Select **Assign User** [[image:image-20230630135024-2.png]] Step 3: In the opened popup, select
…** == You can edit custom permissions by selecting **Action icon** button, then clicking **Edit
[3] Delete Entity
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Step 1: To delete an Entity, click on the three dots located next to the Entity that you wish to remove then select "Delete" option Step 2: Confirm the deletion by clicking on the "Delete" button.
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(% class="box infomessage" %) ((( **Step 1**: To delete an Entity, click on the three dots located next to the Entity that you wish to remove then select "Delete" option ))) [[image:image-20230630131159-1.png]] (% class="box infomessage" %) ((( **Step 2**: Confirm the deletion by clicking
Assign Agents
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1: In Manage Access, select Agents tab Step 2: Click Assign Agents Step 3: In the opened popup, select desired agents and their permissions. Step 4: Click Save. The newly added agents
…of an agent by selecting Action icon button, then clicking Edit. Remove Agents You can remove an agent
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steps: Step 1: In **Manage Access**, select** Agents** tab [[image:image-20230630133429-2.png]] Step
…, select desired agents and their permissions. [[image:image-20230630133612-4.png]] Step 4: Click
…. == **Edit Agents** == You can edit the custom permissions of an agent by selecting **Action icon** button
[6] Delete Field
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Step 1: Start by selecting the Entity to which you want to delete field. On Field tab, click on the three dots icon located next to the Field that you want to delete then choose Delete option Step 2: Confirm the deletion by clicking on the "Delete" button.
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(% class="box infomessage" %) ((( **Step 1: **Start by selecting the Entity to which you want to delete field. On Field tab, click on the three dots icon located next to the Field that you want to delete then choose Delete option ))) [[image:image-20230630131628-1.png]] (% class="box infomessage
[5] Update Field
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Step 1: Start by selecting the Entity to which you want to edit field. On Field tab, click on the three dots icon located next to the Field that you want to update Step 2: Make the necessary changes Step 3: Click [Save] button to save modifications
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(% class="box infomessage" %) ((( **Step 1: **Start by selecting the Entity to which you want to edit field. On Field tab, click on the three dots icon located next to the Field that you want to update ))) [[image:image-20230630131504-1.png]] (% class="box infomessage" %) ((( **Step 2: **Make
[8] Advanced Filter in Data Service
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Step 1: Navigate to the Data tab of the desired entity in Data Service. Step 2: To apply more
…Advanced Filter Select the operator: AND - to return the entries that match all conditions OR - to return the entries that match any of the conditions Define the conditions: Field - select the entity
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the entries that match any of the conditions ))) 1. ((( Define the conditions: * **Field** - select
…(% class="box infomessage" %) ((( **Step 1: ** Navigate to the **Data** tab of the desired entity in Data Service. ))) [[image:image-20230630132517-1.png]] (% class="box infomessage" %) ((( **Step 2
[4] Create Field
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Step 1: Start by selecting the Entity to which you want to add a new field then click on the "Add
…: Use this field to store values that include both a date and time. A date picker can be used to select a date and time. Required Field: If the field must have a value, select the "Required Field" checkbox
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(% class="box infomessage" %) ((( **Step 1**: Start by selecting the Entity to which you want to add a new field then click on the "Add Field" button. ))) [[image:image-20230630131330-1.png
…. A date picker can be used to select a date and time. * **Required Field**: If the field must have a value
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