Custom Permission Set

Introduction

Apart from predefined permission sets, you can customize permission set for members according to your needs.

A custom permission set includes Name settings and three permission settings (Actions, Fields, Data).

Here are the permission settings:

Actions: Set the data permissions for members. There are differences in the Actions of all data between workflow forms and regular forms.
Fields: Set whether the fields can be viewed and edited.
Data: Set how many records can be operated as mentioned above.

Permission settings determine what data (Data) and what fields (Fields) can be managed in which ways (Actions).

Setting Procedure

Name

Click Name, and you can set the permission set name and description to distinguish different permission sets so that admins can allocate permissions to members quickly.

Actions

1. For regular forms, Actions include View, Add, Copy, Edit, Delete, Batch Print, Batch Edit, Import, and Export. For workflow forms, Actions include View, Add, Copy, Edit, Delete, Change Approver, End, Reactivate, Batch Print, Batch Edit, Import, and Export.

2. Ticking the permissions means members can perform the corresponding operations.

3. If you select any permission, View will be automatically ticked, because View is the prerequisite for all other permissions.

Fields

1. You can configure two kinds of field permissions in Fields, View and Edit. You can set whether the form fields can be viewed or edited.

2. Only when you tick View or Edit in Actions can you determine which fields can be viewed or edited in Fields.

Note:
For the three system fields, Created User, Submitted Time, and Updated Time, you can only set whether they can be viewed. These fields cannot be edited by default.

Data

1. If there is no condition, all data in the form can be managed.

2. If there are filter conditions, only the data that meets the conditions can be managed.

Example

For order management, you need to set data permissions for the commercial department.

For example, Order Management includes four fields: Serial Number, Order Date, Commercial Name, and Total Payment.

Permissions of salespersons include:

They can only manage their own sales data.
All fields can be viewed, but only Commercial Name and Total Payment can be edited.
They can add, delete, import, and export data.

Assigning the Permission

Click Add Member to add the commercial department members to the permission set.

Setting the Permission

Name: Commercial Permission
Actions: select Add, View, Delete, Import, and Export
Fields: set all fields to be visible, and only Commercial Name and Total Payment can be edited
Data: set the condition that the Commercial Name field is equal to the Current User field

Demonstration

Commercial department members log in to Jodoo, click Order Management, and switch to the permission set of Commercial Permission.

Only data with their own name can be viewed.
Actions include Add, Import, Export, and Delete.

Click one record to edit. Commercial Name and Total Payment can be edited, Order Date cannot be edited, and Serial Number is a Serial No. field, which itself cannot be edited.

After changing their names to others, they will not be able to view data.