Introduction
This article introduces the differences in field permissions among forms, workflows, and permission sets in Jodoo, helping you understand how field permissions work in different scenarios.
Field Permissions in Forms
Field permissions in regular forms determine which fields members can view and edit when adding new records. These permissions include:
View: Members can see the field when filling in the form.
Edit: Members can enter or modify data in the field when filling in the form.
After setting field permissions, members can fill in and submit form data accordingly.
Notes:
If Field Display Rules are configured, a field will only be displayed when the View permission is enabled and the display conditions are met. Otherwise, the field will remain hidden.
When importing data into a regular form using the Add Data Only mode through a permission set, ensure that the corresponding fields have Edit permission in the form design settings.
How to Set Field Permissions?
Go to Design, select the field you want to configure, and go to Field Properties > Field Permissions. Tick View and Edit based on your business needs, as shown below:
Demonstration
For example, set the following permissions for the Department and Customer Details fields:
Department: Enable View and disable Edit.
Customer Details: Disable both View and Edit.
When members fill in the form, the fields will be displayed according to the settings, as shown below:
Field Permissions in Workflows
Field permissions in workflow forms determine which fields members can view and edit as a workflow proceeds. These permissions must be configured separately for each node in Workflow.
Start Node: Field permissions apply to the submission page when initiating a workflow.
Other Nodes: Field permissions apply to the page opened from My Tasks when processing a workflow.
Notes:
If Field Display Rules are configured, a field will only be displayed when the View permission is enabled and the display conditions are met. Otherwise, the field will remain hidden.
When importing data into a workflow form using the Add Data Only mode through a permission set, ensure that the corresponding fields have Edit permission at the Start Node.
How to Set Field Permissions?
Go to Workflow, select the node you want to configure, and go to Node Properties > Fields. Tick View and Edit for the fields based on your business needs, as shown below:
Demonstration
1) Start Node
For example, set the following field permissions at the Start Node of a Leave Application workflow:
Employee Information: Entry Time, Employee ID, Employee Name, and Employee Department can be filled in.
Leave Information: Leave Type, Leave Start Date, Leave End Date, Leave Reason, and Supporting Documents can be filled in. Leave Duration is visible but not editable.
Approval Information: Approval Result and Handwritten Signature are neither visible nor editable.
2) Department Supervisor Approval Node
At the Department Supervisor Approval Node, enable both View and Edit for the Approval Result and Handwritten Signature fields. For all other fields, enable View and disable Edit.
When the department supervisor reviews the leave application, the fields will be displayed according to these settings, as shown below:
Field Permissions in Permission Sets
Field permissions in permission sets determine which fields members can view and edit when managing records through a permission set.
These permissions apply only to the corresponding permission set and take effect when managing existing records.
Notes:
If Field Display Rules are configured, fields on the Data Details and Edit Data pages must meet both the View permission and the display conditions to be displayed. Otherwise, they will remain hidden.
The All Data page in a permission set follows only the field permissions configured in the permission set, regardless of Field Display Rules.
When importing data using the Update Data Only mode through a permission set, ensure that the corresponding fields have Edit permission in the permission set.
How to Set Field Permissions?
Go to Publish > To Members > Add Member, select a Custom Permission Set, and click Fields to configure View and Edit permissions for members in this permission set, as shown below:
Demonstration
For example, create a custom permission set named Erica's Permissions.
Enable View for all fields, but enable Edit only for the Name field.
When Erica manages data through this permission set, all fields are visible, but only the Name field can be edited, as shown below:
