Clarity: Some Finance Setup attributes shouldn't be editable when the Transaction Classes/Resource Classes List View is changed to Edit Mode

Document ID : KB000050594
Last Modified Date : 14/02/2018
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Description:

In the Finance: Setup, the portlets that allow the Clarity administrator to create Transaction Classes and Resource Classes provide the ability to go into Edit Mode on the List View. When this occurs, the default configuration for these portlets allows grid editing for ALL attributes of the Transaction Class or Resource Class. Some attributes are not meant to be altered once they are created as evidenced when viewing the individual class properties page. (Some fields are not editable) Therefore, if a field is not allowed to be edited on the properties page, it should not be allowed editing on the List View. As a workaround, the portlet configuration can be modified by the Clarity Administrator so that when in the List View, the fields won't be allowed for editing.

Steps to Reproduce:

  1. Log in to Clarity as an administrator user

  2. Admin Tool > Finance: Setup > Transaction Classes

    Create a few Transaction Classes
    Save and view the properties
    The Transaction Class and Transaction Type fields are not editable as expected

    Figure 1

  3. Transaction Classes List View > [--Actions--] Edit Mode

    Figure 2

    Expected Result: Only the Description field should be editable
    Actual Result: Transaction Class, Description and Transaction Type fields are editable

  4. Admin Tool > Finance: Setup > Resource Classes

    Create a few Resource Classes
    Save and view the properties
    The Resource Class and Resource Type fields are not editable as expected

    Figure 3

  5. Resource Classes List View > [--Actions--] Edit Mode

    Figure 4

    Expected Result: Only the Description and Active fields should be editable
    Actual Result: Resource Class, Description, Resource Type and Active fields are editable

Solution:

Workaround:
For both portlets, the Clarity administrator user can change the configuration to not allow grid editing for these specific fields.

  1. Log in to Clarity as an administrator user

  2. Admin Tool > Finance: Setup > Transaction Classes

  3. [--Actions--] Configure > List Column Section Fields

    Click 'properties' icon for Transaction Class
    Uncheck 'Allow Editing' option > Click 'Submit' button
    Click 'properties' icon for Transaction Type
    Uncheck 'Allow Editing' option > Click 'Submit' button

    Figure 5

  4. Return to the Transaction Classes List View

  5. [--Actions--] Edit Mode

    Figure 6

  6. Admin Tool > Finance: Setup > Resource Classes

  7. [--Actions--] Configure > List Column Section Field

    Click 'properties' icon for Resource Class
    Uncheck 'Allow Editing' option > Click 'Submit' button
    Click 'properties' icon for Resource Type
    Uncheck 'Allow Editing' option > Click 'Submit' button

    Figure 7

  8. Return to the Resource Classes List View

  9. [--Actions--] Edit Mode

    Figure 8

Status/Resolution:
This issue has been documented as CLRT-58155 and is assigned to development for review. If you are experiencing this problem and the workaround above does not significantly help, please contact CA Clarity Support.

Keywords: CLARITYKB, CLRT-58155, clarity12open, revmgr.transclassList, revmgr.resourceClassList.