2. Grant Permissions

Grant permissions for Office File Creator.

*This procedure is for Office File Creator Ver.2. If you are using Ver.1, please refer to Grant Permissions (Office File Creator Ver.1).

 

2.1. Settings of permissions

Set the OFC permissions as follows.

  • Admin user is the user who manages the OFC_Template record and template files, logs, and is the contract administrator.
  • General User is the user who outputs the files from the custom button on the record detail pages.

 

Permissions for Office File Creator Ver.2

Settings Target  Name Admin User General User
Custom App Settings Admin only - ・Office File Creator

・Office File Creator Classic

 -
Custom Tab Settings

 Admin only OFC_Template Default On Tab Hidden
OFC_Child Object Option Default On Tab Hidden
OFC_Log Default On Tab Hidden
OFC_License Default On Tab Hidden
Custom Object Permissions All users OFC_Template Read/Create/Edit/Delete Read
OFC_Child Object Option Read/Create/Edit/Delete Read
OFC_Log Read -
Field-Level Security Admin only OFC_Template Read/Edit Access to all fields. -
OFC_Child Object Option Read/Edit Access to all fields. -
OFC_Log Read Access to all fields.  
Apex Class All users - Grant access to Apex classes with the names beginning with "ofc2.".
Visualforce Page All users - Grant access to Visualforce Pages with the names beginning with "ofc2.".

 

 

Grant permissions to profile

Click Setup from the settings icon in the upper right corner of the screen.

 

Enter "profile" in the Quick Search box and select "Profiles". Click the target profile name.

 

Click Edit.

 

 

Custom App Settings (Admin only)

App settings must be set only for the admin user and is not required for general users.

Check on Office File Creator in the "Custom App Settings " section.

Office File Creator (ofc2__OfficeFileCreator)

Office File Creator for Classic (ofc2__OfficeFileCreator_Classic)

 

 

Tab Settings (Admin only)

Tab settings must be set only for the admin user and is not required for general users.

Set the tabs from "Custom Tab Settings" in the "Tab Settings" section.

OFC_Child Object Options: Default On

OFC_Logs: Default On

OFC_License: Default On

OFC_Templates: Default On

 

 

Custom Object Permissions (All users)

Set the Custom Object Permissions in the "Custom Object Permissions " section.

Admin User

OFC_Child Object Options: Read/Create/Edit/Delete *"View All", and "Modify All" if necessary.

OFC_Logs: Read *"Edit", "Delete", "View All", and "Modify All" if necessary.

OFC_Templates: Read/Create/Edit/Delete *"View All", and "Modify All" if necessary.

 

General User

OFC_Child Object Options: Read

OFC_Logs: All unchecked

OFC_Templates: Read

 

Click Save.

 

 

Field-Level Security (Admin only)

Field-Level Security settings must be set only for the admin user and is not required for general users.

 

OFC_Child Object Option

Click on the "View" link for OFC_Child Object Option of Custom Field-Level Security in the " Field-Level Security" section.

 

Click Edit.

 

Check on all Read Access and Edit Access, and click Save.

 

Click Back to Profile.

 

OFC_Template

Click on the "View" link for OFC_Template of Custom Field-Level Security in the " Field-Level Security" section.

 

Click Edit.

 

Check on all Read Access and Edit Access, and click Save.

 

Click Back to Profile.

 

OFC_Log

Click on the "View" link for OFC_Log of Custom Field-Level Security in the " Field-Level Security" section.

 

Click Edit.

 

Check on all Read Access, and click Save.

 

Click Back to Profile.

 

 

Apex Class (All users)

Permission settings for Apex classes are common to both Admin User and General User.

Click Edit in "Enabled Apex Class Access".

 

Add Apex classes with the names starting with ″ofc2.″ in the "Enabled Apex Classes". Click Save.

 

 

Visualforce Page (All users)

Permission settings for Visualforce Page are common to both Admin User and General User.

Click Edit in "Enabled Visualforce Page Access".

 

Add Visualforce Pages with the names starting with ″ofc2.″ in the "Enabled Visualforce Pages". Click Save.

 

 

2.2. Note

  • If you have created a Visualforce page for batch output from the list view, please grant access permission to the created Visualforce page.

 

 

2.3. Troubleshooting