Can I set permissions on fields?

Created by Nicola Minty, Modified on Thu, 30 May at 8:43 AM by LS

You cannot set permissions on fields per user / team, but you can disable fields based on the workflow state to set the permission of field for the form and issue/record.



The following template will use a form as a sample.


Workflow based conditional editing

You can divide a form into sections and decide which fields are editable on a particular state of the workflow.

Consider the following form with 3 sections:


Tagging form fields

You can group the fields by sections by selecting all the fields of the respective section and giving them a tag. In the properties window, under the metadata tab, you can add tags to the form fields that are currently selected.


Setting up workflow

You should set up the workflow states so that each one correspond to its respective section of the form.


Enable conditional editing

In each workflow state, you can enable conditional editing and select the relevant tag to indicate which fields are editable under the current workflow state.


Form fields are disabled based on workflow state

Once the workflow of a form is changed, only form fields of the current section are editable. All other fields are disabled.


Prevent rolling back to prior workflow states

You can further limit form field edits by preventing users from changing to a prior workflow state to modify previously editable fields.

Under form change workflow permissions, you can add the forward only option that disallow going back to prior workflow states.


Why not set permissions on form fields directly?

It is deemed to far too complicated to manage permissions on form fields due to the number of possible combinations of users to form fields. Such a configuration is error prone and keeping it up-to-date is a daunting task. If permissions are set up incorrectly and people are unable to edit a form on the site when they need to, days of work will be wasted.

This workflow based conditional editing is an attempt at providing some degree of control without turning it into an unmanageable mess. By following the workflow, you can let people focus on their work by showing them which fields they should fill in.

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