Mask Custom Text Field Values
Modified on Tue, 26 Sep 2017 15:38 by Kevin Ricciardo — Categorized as: Uncategorized
As of build 819, text values can be masked for custom fields. To mask text values in custom fields:
Click
Administrative Options
.
Click
Custom Features
.
Click
Custom Client Fields
(or any custom feature for that text control).
Click
Add New Control
.
Mask – The mask is the character that will replace masked values. In this case, the X will replace the first five digits in a client's social security number.
Mask Length – The mask length determines the number of characters that will be masked. In this case, the maximum size is 9 and the mask length is 5, four non-masked characters will be displayed.
Mask Direction – The mask direction can be set to right or left. In this case, the mask direction is set to the left. The social security number '123451234' will be displayed as 'XXXXX1234'.
When the mask direction is set to the right, 1234 is visible on the left.
In order for the values to be masked, users must have
View/Edit Masked Custom Fields
revoked.
To grant or revoke this permission:
Click
Administrative Options
.
Click
Provider User Manager
.
Expand
Users
.
Expand the users account.
Click
Individual Permissions
.
Type
Masked Custom Fields
in the search field.
Right click the permission to
Grant
or
Revoke
that permission.
If that permission is granted, masked values will be visible to that user.
Click
here
to download these instructions.
Back to
Recent Build Fixes