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The ability to limit access to individual fields or columns in a form is easy to manage by applying specific permissions per user group.
Step-by-step guide
- The Set Permissions icon in the Utilities tab of each form is used to apply specific permissions to fields or columns in a form. This example details limiting editing access to the column Remit. No. in the Cash Book Receipts form. The same instructions apply to every form
- Load the Cash Book Receipts form and click the Utilties tab
- Click Set Permissions icon (this loads the Set Permissions form)
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- Select the relevant user group from the search window
- Drag the form so you can see the relevant column on the receipts form
- Double-click the field Remit.No and set Read = Allow and Edit = Disallow
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- Save the changes
- Repeat the steps for each relevant group
The column will now be disabled when its reloaded for each relevant user group
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