Field permissions allow the administrator to set
permissions to apply to specific user roles. This feature allows more granular control, allowing fields to
be visible or invisible, read-only or read/write, and optional or mandatory
for users with the specified role.
To set field permission for custom fields:
Select Administration
| Workspace from the FootPrints
toolbar, select User
Roles under the Roles
section of the main frame, then select a role from the Roles drop-down. The
User
Role Properties page is displayed.
Select a custom field
from the drop-down field. The section expands and displays the current permissions for the field.
Permission settings are listed below. The selected permission applies to the specified Status when permissions are displayed in advanced view. It applies to all permissions when displayed in basic view.
Hidden—Users cannot view the field
Read
only—Users can view but not edit the field
Optional—Users can view and edit the field, but are not required to populate the field
Required—Users can view and edit the field, and are required to populate the field
Use Default Permissions—This option allows you to reset the permissions of the selected field to use the default permissions defined in Form Designer. It removes any custom permissions that were defined in this role. After saving this page, the role's properties will then display the default permissions for the field. For more information on the default permissions in Form Designer, see the Permissions and Access section of the field type topics, such as in the Single-line Character topic.
Additional options
in the Field Permissions section are:
Summary—Click the Summary
button to display a table showing the field permissions for all
fields and statuses.
Cancel
All Changes—Click
the Cancel
All Changes button to cancel all changes you have made for all
fields.
Cancel
Changes to This Field—Click
the Cancel
Changes to This Field button to cancel changes you have made for
this field only.
To set permissions
for additional fields, select a new field from the Field
drop-down list and then follow the instructions above.
When you have finished
making all of your changes to this page, scroll to the bottom of the page
and enter your password, then click Save
to save the changes.