Forum Discussion
ScottGrund
8 years agoQrew Cadet
You can easily make the comments view only to the role of employee by going into application settings/Roles, select Employee role then over to the last permissions column named Fields, select Custom Access. Find that comments field and make it view only.
On that same permissions page for the Employee role, you should also limit which table record can be viewed and/or modified by that specific employee so everyone with the employee role only sees their review. This should be easy if you have that employee's name on the form which is populated as a user name field. Let's call it Employee Name. Then in both View permissions and Modify permissions' drop down, select Custom Rule. Then just set it to say... when [Employee Name] field = current user.
You can set up a Notification for that table that is triggered when a certain field is completed by the supervisor that will send an email to the Employee in that Employee Name field.
On that same permissions page for the Employee role, you should also limit which table record can be viewed and/or modified by that specific employee so everyone with the employee role only sees their review. This should be easy if you have that employee's name on the form which is populated as a user name field. Let's call it Employee Name. Then in both View permissions and Modify permissions' drop down, select Custom Rule. Then just set it to say... when [Employee Name] field = current user.
You can set up a Notification for that table that is triggered when a certain field is completed by the supervisor that will send an email to the Employee in that Employee Name field.
ScottGrund
8 years agoQrew Cadet
Okay, a couple of questions....
1. Are the employees actually in the application user list?
2. Will the employee input go into the same form & table as the supervisor?
3. Just to confirm, you only want an employee to see the comments and other review info for his or her situation, right?
4. What is your "work flow"? i.e. Supervisor starts record > Sends to Employee for input > Supervisor gets it back to finish > then back to Employee as a finished product
You can hide fields or even sections of a form based on Dynamic Form Rules that show or hide if certain parameters are met. i.e. hide Supervisor comments until a checkbox is True ....so when the supervisor wants the employee to see the comments he/she checks the box on the form (and only the Supervisor role can see or edit the checkbox). When that checkbox is complete, it will fire off the notification to the Employee to open the form and see the comments. _
1. Are the employees actually in the application user list?
2. Will the employee input go into the same form & table as the supervisor?
3. Just to confirm, you only want an employee to see the comments and other review info for his or her situation, right?
4. What is your "work flow"? i.e. Supervisor starts record > Sends to Employee for input > Supervisor gets it back to finish > then back to Employee as a finished product
You can hide fields or even sections of a form based on Dynamic Form Rules that show or hide if certain parameters are met. i.e. hide Supervisor comments until a checkbox is True ....so when the supervisor wants the employee to see the comments he/she checks the box on the form (and only the Supervisor role can see or edit the checkbox). When that checkbox is complete, it will fire off the notification to the Employee to open the form and see the comments. _