Forum Discussion

MrunaliKadam's avatar
MrunaliKadam
Qrew Trainee
4 years ago

How to update permission rules to allow other user to edit form

Per current report functionality/permission setup, only the user who has submitted the form is able to edit the form. In that user's absence no one is able to edit the form.  So need some ideas, so...
roles and permissions
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
4 years ago
np,
Put a new field or type ListUser on the form called [Other Users who may edit].

The set the edit permissions to be a custom rule.

any
[Record Owner] is the current user
[Other Users who may edit] includes the value ( and select <the current user  ).

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Mark Shnier (YQC)
mark.shnier@gmail.com
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  • MrunaliKadam's avatar
    MrunaliKadam
    Qrew Trainee
    4 years ago
    Thanks Mark! I'll try this solution.

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    Mrunali Kadam
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  • MrunaliKadam's avatar
    MrunaliKadam
    Qrew Trainee
    4 years ago
    Hi Mark,

    I don't see "includes" clause in the dropdown, I missed anything? I created field "Alternate proposal Owner" which acts as [Other Users who may edit]



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    Mrunali Kadam
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    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      4 years ago
      I was assuming that the field that you were creating was a list user field type where you can select multiple other users to also be able to edit. But if you have a simple user field with only one choice,  then yes,  "is the current user" would be the correct selection.

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      Mark Shnier (YQC)
      mark.shnier@gmail.com
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      • MrunaliKadam's avatar
        MrunaliKadam
        Qrew Trainee
        4 years ago
        Got it. Thank you Mark!

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        Mrunali Kadam
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