SubForm Action Permission

Introduction

Feature(s)

Similar to other fields, the whole SubForm field can be set with View and Edit permissions. Edit permissions include:

Application Scenario(s)

When multiple members collaborate to fill in a subform and the existing subform permissions are not clear, the subform data might be deleted or modified by mistake. Setting Field Permissions can solve this problem.

Setting Procedure

Setting Field Permissions for Regular Form(s)

Click Design and select a subform field. Then click Field Properties > Field Permissions > Edit.

After setting the subform field permissions, members can edit the data when filling in the form. After the form is submitted, if members still want to edit or manage the data in the subform, you need to customize action permissions in the permission set for them.

Setting Field Permissions for Workflow Form(s)

Select a workflow form and click Workflow. Then select a task node and click Node Properties > Field Permissions.

Click Field Permissions > View/Edit/Brief to set action permissions of the subform. This is how to set action permissions of different nodes when the workflow is proceeding. If members still want to edit data in the subform after the workflow has proceeded, you need to customize action permissions in the permission set for them.

Setting in the Permission Set

Whether it is a regular form or a workflow form, you can grant data-managing permissions for members through custom permission sets.

After designing a form, go to Publish > To Members > Add Member.

Note:

If you tick Delete Existing Records in Field Permissions of the subform, the whole record will be deleted by default after you click the delete button. This means even if you have set some subfields to be invisible or non-editable in Field Permissions, the entire record will be deleted anyway.

When configuring the permission set, you need to set the Action, Field, and subform action permissions.

Note(s)

1. Permission sets provided by the system, such as View all data and Manage all data, do not include the Insert Records action permission. If you want to use it, create a custom permission set.

2. When you create a subform, all subform action permissions are ticked by default. You can manually remove certain permissions if you do not need them.