Hide datapoints or make them read-only by tag in Boss’nX

In the Boss’nX role editor, the Datapoint rules section hides datapoints or removes their commands for the accounts with a role, based on the tag these datapoints carry: for example, an operator can view setpoints without being able to change them. Without a rule, every datapoint accessible to the role is visible. A rule does not change the tag carried by the datapoints.

Intended for the administrator or installer authorized to manage roles. To show only a precise list of a component’s datapoints, follow the “Show only” restrictions instead.

Before you start

• You have checked the role and the associated accounts.
• The role is editable. For a read-only system role or shared default role, have the administrator check which role to use.
• Datapoints remain subject to the component scope, the capabilities and any Show only restrictions: prepare these settings together.

Open the role’s datapoint rules

1. In the relevant supervision, open Menu → Users, Roles tab.
2. Click Edit on the role’s row.
3. Select Datapoint rules.

Add one or more tag rules

1. Click Add tag rule.
2. In Search tags…, search for the tag’s displayed name or path. The search ignores case; use the accents of the label if necessary.
3. Tick the tags you want. They can come from the catalog categories or from In this project. A tag already covered by its own rule is no longer offered.
4. To tick several tags at once, use a category checkbox, which selects its visible results, or Select all, which covers the results of the current search. Choices made earlier and hidden by a new search remain kept.
5. Check the counter and click Add … rule(s) at the bottom of the panel.
6. The new rules appear with the Hidden decision. Choose the decision you want on each one before saving the role.

To prepare a path absent from the list, type it and tick Use ”…” when it is offered. The path accepts segments of lowercase letters, digits or underscores, separated by slashes; internal spaces, accents and plain hyphens are not accepted. This operation adds a rule to the role: it does not assign this tag to datapoints and does not create their configuration.

In the search field, Escape first clears a non-empty search, then closes the panel when the field is empty. Cancel, a click outside the panel or another click on the add button closes the panel without adding the pending choices.

Choose Visible, Hidden or Read-only

Decision	Effect for the role’s accounts
Visible	Leaves the datapoint visible as far as this tag rule is concerned. The other restrictions and rights still apply.
Hidden	Hides the datapoints carrying this tag in the displays concerned.
Read-only	Lets users view the datapoints concerned without their editable commands.

Paths are hierarchical: a rule on a parent tag covers its subtags. also covers … subtag(s) indicates the subtags present in the project. When a more precise rule exists for a subtag, that rule sets the decision for the subtag. You can therefore make a family of datapoints read-only and define a more precise exception for one of its subtags.

Visible does not by itself grant the capability to send commands. For a datapoint that must be commanded, also check that it is commandable and that the role has the necessary capabilities. If a Show only restriction is used, also check its selection. For a datapoint that must remain viewable, avoid contradictory decisions and have the configuration checked with the account concerned.

Set untagged datapoints

In the add panel, the Special category offers Untagged datapoints. Tick this row, add the rule, then choose Visible, Hidden or Read-only.

This rule applies only to datapoints that have no tag. To set a datapoint that already carries a tag, use the rule for its tag or for one of its parents.

Remove one or more rules

For a single rule, click the Remove rule trash icon on its row. Review Remove datapoint rule, then confirm with Remove, or choose Cancel to keep it.

For several rules:

1. Tick the checkboxes to the left of the relevant rows. The selection bar appears.
2. Select all (…) selects all the rules displayed in this section; Cancel empties the selection without removing any rule.
3. Click Delete selection.
4. Check the names and decisions in the confirmation, then click Remove.

During the selection, the add-tag button is hidden: cancel the selection to get it back. Cancelling the removal confirmation keeps the selected rows.

Removing a rule does not delete the datapoints. After a removal, review the remaining rules, especially those of parent tags, as well as the Show only restrictions: the final result depends on this whole set of settings.

Save the role

1. Review each decision and any other sections you changed.
2. Click Save in the bottom bar.
3. Wait for Role updated and the return to the list.

Saving covers the whole role. Before saving, Discard restores all sections to their loaded state. Leaving through Back to roles with unsaved changes asks you to abandon them; declining keeps the draft.

Check the result

1. Reopen the role to check the rules kept.
2. Have an account concerned open a new session.
3. With this account, check a viewable datapoint, a hidden datapoint and, if necessary, a read-only datapoint.

Troubleshooting

• A datapoint remains missing or commandable contrary to the expected result: check its exact tag, the rules of its parents, the Show only restrictions, the account’s role and its capabilities.
• Saving error: check the reloaded state before trying again.

If the problem persists, contact support@can-nx.com with the supervision, the role, the datapoint, its tag and the checks performed.

French labels: Règles de datapoints, Ajouter une règle de tag, Rechercher des tags…, Dans ce projet, Spécial, Datapoints sans tag, Visible, Masqué, Lecture seule, Supprimer la règle, Supprimer la sélection, Enregistrer, Annuler les modifications, Rôle mis à jour.