Forum Discussion

Qrew Trainee

3 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

Qrew Legend

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

Qrew Trainee

3 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
Qrew Legend
3 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
  Qrew Trainee
  3 years ago
  Got it. Thank you Mark!
  
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  Mrunali Kadam
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