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Managing Field Types

Field Types define application-specific data categories used in PBAC policies. Administrators can update Field Types to maintain alignment with evolving business requirements and access control needs.

This article demonstrates how to edit Field Types using the ManageAzFieldType workflow.

Prerequisites​

Before editing Field Types, ensure you have:

  • Access to Resource Admin with the Application RBAC Owner Management Role (or higher)
  • An existing PBAC application with Field Types already created

Procedure​

  1. Sign in to Resource Admin with at least the Application RBAC Owner Management Role.

  2. Select Applications from the Resource Type menu, search for the target PBAC application, and click the Details button.

    • Locating PBAC application:
      image-20240805-153102.png
    • Application overview:
      image-20240805-163716.png

  3. In the left navigation pane, navigate to PBAC Definitions > App Owned Field Types.

  4. Locate the Field Type you want to modify, click the gear icon next to it, and select Manage Field Type.

    • Manage Field Type option:
      image-20240806-142240.png The ManageAzFieldType workflow opens.
    • ManageAzFieldType workflow:
      image-20240805-215607.png

  5. Modify the Field Type settings as needed:

    General Settings​

    FieldDescriptionAction
    NameInternal name of the Field TypeEnter the name without spaces.
    Display NameUser-friendly label shown in the UIEnter a display name.
    DescriptionDescription of the Field Type's purposeEnter a description (optional).
    Enabled for PBAC Membership RulesMakes the Field Type available for PBAC Membership PoliciesSelect if applicable.
    Default Selection RuleUI control for selecting values (e.g., MultiSelectCheckBoxList)Choose an appropriate control. For details, see Understanding Field Type Selection Rules.
    Custom Data SourceMakes the Field Type available for lookups and searchEnable if needed.
    Creation LocationEmpowerID location used for RBAC scopingSelect or search for a location.

    Advanced Data Source Settings​

    FieldDescriptionAction
    Data TypeThe return data typeEnter the method name.
    Component MethodMethod used to retrieve values (e.g., GetAllSearch)Specify method name.
    Component Method ParametersParameters for the method callDefine filtering or logic values.
    Value FieldField whose value is returnedEnter field name (e.g., Name).
    Method Supports PagingEnables paging supportEnabled by default; deselect to disable.
    Method Supports SearchEnables search supportEnabled by default; deselect to disable.
    Method Supports TagsEnables taggingCheck to enable.
    Field Grid or Auto-Complete TemplateJSON to customize grid or autocomplete UIAdd valid JSON.

  6. Click Next to save your changes and exit the workflow.

Verify the Results​

After saving the Field Type changes:

  1. Return to PBAC Definitions > App Owned Field Types.
  2. Click Details for the modified Field Type to verify your changes were applied.
  3. Test the Field Type in context (such as during an access request) to confirm the updated settings function as expected.

Next Steps​

After editing Field Types, verify that any PBAC policies or app rights using the Field Type continue to function correctly with the updated settings.