Configuring Permissions for Fields

Article Number:040593

By configuring the Permissions for fields settings, you can control which users can view or edit specific fields.

Steps

  1. Click the App settings icon (the gear-shaped icon) at the upper right of the View screen.
    Screenshot: The "App settings" icon is highlighted

  2. On the App settings screen, select the App settings tab, then click Fields under Permissions.

  3. On the Permissions for fields screen, click Add permission set.

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

  5. In the User, group and department to grant permissions to section, add the users, groups, or departments for whom you want to set permissions.
    You can add users, groups, or departments by using the search box, or by clicking the Select users from departments or groups icon to the right of the search box and making a selection from the Select users dialog.

  6. If you want to grant permissions to the users, departments, or groups entered in a certain field, click Add a field for selection and select a field.
    The following fields can be selected.

    • User selection
    • Department selection
    • Group selection
    • Created by
    • Updated by

    If the Process Management feature is enabled, Assignee can also be selected.

  7. Click Save at the bottom right of the screen.

  8. On the App settings screen, click Update app.

  9. On the Update app dialog, click Update app.

Fields for which permissions cannot be set

Permissions cannot be set for the following fields.

  • Label fields
  • Blank space fields
  • Border fields
  • Record number fields
  • Fields in a table

If you grant permissions to users specified in the "Created by" field of records

From the time the New record screen is opened until it is saved, the value of the Created by field is not finalized.
If you set permissions using the Created by field, in some cases users may not be able to edit fields on the New record screen.
For example, if the "Edit" permission for a field is granted only to the Created by user and not to "Everyone," no one will be able to edit the field on the New record screen.
Although the edit permission for a field is granted to the record creator, s/he cannot enter data into the field

If you include a single user in multiple permission sets

If a single user is included in multiple permission sets in the Permissions for fields settings, the permission set located highest on the list will take precedence.

For example, suppose the "Sales Division" department is listed above "Everyone". If the "Sales Division" department has the "View" permission but "Everyone" does not, only users who belong to the "Sales Division" department will be able to view the relevant field.
Screenshot: Example of record permission settings

Setting permissions for multiple fields at once

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.

Steps

  1. 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

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