Auto Update Hold/Perm form

Configuration Services Auto Update Rules Auto Update Rules view Auto Update Rule form Holds/Permissions tab Auto Update Hold/Perm form

The Auto Update Hold/Perm form enables you to add or edit a hold/permission for the selected auto update rule.

You cannot add a hold/permission if the selected auto update rule is for the UNIT_CREATE event. When this event occurs, the data describing the container is not complete and N4 cannot process any filters defined.

To add or edit a hold/permission:

1. From the Hold/Permission drop-down list, select the hold/permission to be automatically added/released or granted/cancelled for the target entity when the event type associated with the auto update rule occurs or is recorded.

The drop-down list displays all the holds/permissions applicable for the selected entity.

We recommend that you do not select a hold/permission with the Unique by Reference ID check box selected, since multiple holds/permissions may exist for a target entity and the user recording a service event cannot specify a unique reference ID to let N4 know which hold/permission to automatically update.

2. Optionally, deselect the Release check box to add the hold or cancel the permission selected in step 1.

By default the Release check box is selected to release the hold or grant the permission selected in step 1.

3. Optionally, in the Notes field enter any notes for the auto update flag.

4. Click Save.

You can add multiple holds/permissions to be add/released or granted/cancelled for the target entity when event type associated with the selected auto update rule occurs or is recorded.