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Permission Builders

Owned by Pete Stapley (Deactivated)
Last updated: Jan 08, 2024 by Bianca Rosa (Unlicensed)Version comment

Permission Builders

Permission Builders allow the user to enter Form/Element Permissions without knowing the internal name of each form and element. Refer to the Best Practices for Permissions Sets for more examples.

To use the Permission Builder:

  1. Open the data-entry form whose Permissions are desired to be impacted. In this example, the Contacts form is used. Click the Options Menu. 
    Example of Options Menu Location
  2. Click on Permission Builders in the menu.
    Options Menu Options
  3. This hides/shows the Permission Builder lock icons. Click one of the lock icons.
    Example of Permission Builders
  4. This opens an Add New Form/Element Permissions data-entry form with the values filled in for that form and element. Select the Permission Set to modify, and click Save.
    Add New Form Element Permissions form example
  5. To set permissions on the entire form, clear the Element field before saving.
    Add New Form Element Permissions form example

Set a form to Read-Only

There are two quick methods to set a form to read-only. On method simply makes the elements read-only. The second method will remove the Form's buttons. Either of these methods can prevent changing individual fields, however, both should be used together to truly lock a field down so it cannot be modified in any way.

Set all elements to Read-Only

  1. Open the form that needs Read-Only Permissions
  2. Navigate to Options > Permissions Builders in the form header.
  3. Click any of the Lock icons on the form.
  4. This will open the Add New Form Element Permissions form.
    1. Select the Permission desired in the Permission Set drop-down.
    2. Select the Element text field and delete whatever is in that field.
    3. Add an asterisk "*" to the Element field. 
      Element field example
    4. Set the Permission drop-down to Read.
  5. Click the Save New button.

The Permission is set as read-only for every Element on the form.

Set form to Read-Only to remove buttons

  1. Open the form that needs Read-Only Permissions
  2. Navigate to Options > Permissions Builders in the form header.
  3. Click any of the Lock icons on the form.
  4. This will open the Add New Form Element Permissions form.
    1. Select the Permission desired in the Permission Set drop-down.
    2. Select the Element text field and delete whatever is in that field.
    3. Leave the element text blank in the field. 
      Element field example
    4. Set the Permission drop-down to Read.
  5. Click the Save New button.

The buttons will be removed from the bottom of the form.

.How do I set a form to read only v2020.3
.How do I set a form to read only v2.1.4.7

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