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How to Control Access to the Data

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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.

General Settings

  1. Select a Table from the Select Table drop-down. All the tables created for that App are listed.
  2. Enter the name of the form in the Form Name field.
  3. Select the Role or Roles from the Roles drop-down. You can select from any roles: Default roles or Custom Roles that are added for the App.
  4. Select the State from the State drop-down.
  5. Click the + icon to add a new combination of Roles and State.

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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.

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