Last Updated: Sep 13, 2021
You can control the access to data by defining the Roles and State in the form.
When a user with a particular role accesses the record with a specific State, and it matches with the defined combination, then that form is visible to the user. To know more about Roles click here.
In an EmployeeSalary table, an Approver Form is created with the Role as Approver and State of record as Revised.
- When a user with the Approver role logs in and views the record having State as Revised, in the EmployeeSalary table, or the table presentation on EmployeeSalary , the Approver Form will be visible to the user.
- If no specific form is defined, and if a default form exists for the Approver Role and the State Revised, the default form will be visible to the user for the records having State as Revised. The user can view or edit the fields (as per the column settings in the Default form).
- If no specific form is defined, and if no default form exists for the Approver Role and State Revised, when the user clicks on edit of a record having State as Revised, he gets an error message ‘You don’t have permission to edit this row.
A new form must contain at least one set of Role and State combination.
You can select multiple combinations of Role and State for the form defined.