Restricting access to different fields in a form

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)

Open

• 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

Open

• 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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