Manage Form Builder Permissions

See Quick Start Guide – Form Builder Customization for the context of this article. The previous article was 1f. Manage IM Form Builder Scripts and the next article is 1h. Manage Tabs, Sections, And Fields In IM Form Designer.

Administrators can use Form Builder permissions to manage the visibility of forms, tabs, and fields.

Permissions are User Role-based (as they are in the rest of Plutora). Forms and tabs can only be made visible or not visible. Fields can be made hidden, visible, or visible and editable.

Roles and Permissions IM

1. Enable Form Builder Permissions

To enable permissions on an IM form:

  1. Go to Settings > Customization > Initiative Management (IM).
  2. Click Form Builder.
  3. Click a blue-linked Form Title to edit a form in Form Designer.
  4. Click the Form Information menu button on the top-right corner of the form.
  5. Click to select the Allow Permission checkbox.

 

2. Manage Form Builder Permissions

Users will only see a form instance listed in the Form Instances grid if their User Role has form view permission for that form.

To manage Form Builder permissions:

  1. Click Set up permission.
  2. Set up User Role-based permissions:
    1. Click to select the User Roles tab (if it isn’t selected already).
      User Roles tab
    2. Click to select a User Role in the left-hand panel.
      Roles and Permissions without a User Role selected
    3. Manage which User Roles have permission to view the Form:
      IM Roles and Permissions form

      1. Click to select the eye Eye checkbox to make the form visible to Users with the selected User Role.
      2. The writeBlack pen permission checkbox cannot be selected.
        Cursor circle with a line through it
    4. Manage User Roles permissions for the form’s tabs:
      1. Click Tabs to open the tab list.
        IM Roles and Permissions tabs
      2. Click to select the eye Eye checkbox to make the tab visible to Users with the selected User Role.
      3. The write Black pen permission checkbox cannot be selected.
        Cursor circle with a line through it
      1. Manage User Roles permissions for the form’s fields:
        1. Click Fields to open the fields list.
          IM Roles and Permissions fields
        2. Click to select the eye Eye checkbox to make the tab visible to Users with the selected User Role.
        3. Click to select the write Black pen permission checkbox to make the field editable too.
          If the write permission checkbox is selected but not the eye checkbox, the field will still be visible and editable.
        4. Fields that are not visible or editable can be used by scripts.
  3. Set up Field-Based Permissions:
    Field-Based Permissions only manage the view and edit permissions for Select fields that have the Use existing Entity checkbox selected. For team-based select fields, the permissions extend to team members. For user-based select fields, the permissions extend to the users in the field, and so on.  

    1. Click the Field-Based Permissions tab.
    2. Select the Select field name in the left-hand panel.
    3. Manage which field-based entities have permission to view the Form:
      Roles and permissions field-based permissions form

      1. Click to select the eye Eye checkbox to make the form visible to Users with the selected field-based permission.
      2. The writeBlack pen permission checkbox cannot be selected.
        Cursor circle with a line through it
    4. Manage field-based permissions for the form’s tabs:
      1. Click Tabs to open the tab list.
        Roles and permissions field-based permissions tabs
      2. Click to select the eye Eye checkbox to make the tab visible to the selected field-based entities.
      3. The write Black pen permission checkbox cannot be selected.
        Cursor circle with a line through it
    5. Manage field-based permissions for the form’s fields:
      1. Click Fields to open the fields list.
        Roles and permissions field-based permissions fields
      2. Click to select the eye Eye checkbox to make the tab visible to the selected field-based entities.
      3. Click to select the write Black pen permission checkbox to make the field editable too.
        If the write permission checkbox is selected but not the eye checkbox, the field will still be visible and editable.
      4. Fields that are not visible or editable can be used by scripts.

 

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