Setting Permission for Fields

You can limit users who can view or edit each field.

Procedure

  1. Click the app setting button Setting button on the upper right of the record view, select "App Settings" tab > "Permissions", and then select Fields.

  2. Click "Add". Add

  3. In the line that was added in step 4, from the drop-down list, select a field to be set permission.
    Select a field

  4. Set permission for the selected field.
    When multiple permissions are applied to one user, the uppermost row has priority.

    Example where the setting was made to allow only "John Jones" to view and edit the field values:
    John Jones [✔] View [✔] Edit
    Everyone [  ] View [  ] Edit
    Example where the setting was made to allow all the users except "John Jones" to view and edit the field values:
    John Jones [  ] View [  ] Edit
    Everyone [✔] View [✔] Edit
    When you select a field from the "Add a field for selection" drop-down list, the permission is applied to the users, departments, or groups in the selected field. When you select the Department selection field, select the "Permissions inheritance" check box to inherit the same permission to users who are members of the affiliated departments.
  5. Click "Save" on the upper left side of the screen.

TIPS: Utilizing Group Fields

When you set permissions for fields, you can include multiple fields in a group field, and set the same permissions for these fields.
The steps are as follows.

Add a group field to a form and include multiple fields in that group field.

Set Permissions for Fields to that group.