Configuring Permissions for Fields

Article Number:040593

By configuring the Permissions for Fields settings, you can allow certain users to view or edit fields. Permissions can be granted on a per-field basis.

Steps

  1. Click the App Settings icon (the gear-shaped icon at the upper right of the "View" screen), select the App Settings tab, and then select Fields under Permissions.
    Screenshot: The "App Settings" icon is outlined in red

  2. Click Add Permission Set.

  3. Under Target Field, specify the field for which you want to configure permissions.
    Screenshot: Selecting a field from the drop-down list

  4. Under User, Group and Department to Grant Permissions To, select the users, departments, or groups you want to add, then select the checkboxes under Permissions for the actions you want to allow.
    If a user is included in more than one permission for the same set, the permission setting that is located higher on the list takes precedence. (In the examples below, "John Jones" is also included in "Everyone".)

    Example of settings that allow only "John Jones" to view and edit a field's values:
    John Jones [✔] View [✔] Edit
    Everyone [  ] View [  ] Edit
    Example of settings that allow all users except "John Jones" to view and edit a field's values:
    John Jones [  ] View [  ] Edit
    Everyone [✔] View [✔] Edit
    If you specify a field from the Add a field for selection drop-down list, the permission setting is applied to users, departments, or groups selected in the specified field. If you specify a "Department selection" field and select the Permissions inheritance checkbox, the relevant permission setting is extended to users who belong to sub-departments of any department selected for the field.
  5. Click Save at the bottom right of the screen.

  6. Click Update App at the upper right of the screen.

  7. On the confirmation dialog, click Update App.

Tips: Utilizing "Field group" fields

By putting fields together in a "Field group" field before configuring the Permissions for Fields settings, you can set the same permission for multiple fields at once.
For the steps to do so, see below.

Place a "Field group" field on the app form, then add fields to it. Screenshot: The "Field group" field is being added on the Form settings screen

Next, configure the Permissions for Fields settings for the "Field group" field. Screenshot: Setting permission for the "Field group" field