I have a form where users can edit their own entries. But sometimes, a person may change roles, and I would like a way for them to transfer ownership of these records.
POC is the name of the field. I would like whoever is named in that field to be able to edit. This way, someone could edit their entries to name their successor as the POC, and that person would then be able to edit their records.
This is just one use case. Another would be allowing admin staff to enter records for their manager, and the manager named in the POC field would then be able to edit if needed.
Please let me how I can adjust the command I entered here. I am just guessing at how I would write this.
Hi @Lori Wilson and welcome to Atlassian community
This parameter in ConfiForms expects a username or a user security group
So, I believe in your case this is something like [entry.POC]
Alex
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However, for the form itself this actually does not make sense. I have just noticed that this seems to be ConfiForms Form Definition macro.. not Field Definition macro
You will need to add this user to owners.. into ownedBy field
Something like this: http://recordit.co/tfSu6eRVvr
Alex
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That's right. I was attempting to edit the Form Definition Macro to make anyone selected in this particular field able to edit the entire form.
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Entire form's data or "entire record"?
See my updated answer above with a quick demo on "entire record"
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Thank you - the video is very helpful. I'm setting this up now. My only question is, will this remove the previous edit permissions?
in my second use case scenario, would the admin staff then lose their ability to edit while only the new OwnedBy user would have edit ability?
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form administrators always have permissions to view and edit records
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Here is a configuration from the video as storage format foe easy import
<ac:structured-macro ac:macro-id="66eda896-2ae2-4e74-87b2-9decef2d5b9f" ac:name="confiform" ac:schema-version="1">
<ac:parameter ac:name="formName">FORM1</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="94ea73fa-e9be-4f1f-8a69-92b407b511d1" ac:name="confiform-field-definition" ac:schema-version="1">
<ac:parameter ac:name="fieldName">RecordName</ac:parameter>
<ac:parameter ac:name="fieldLabel">Record Name</ac:parameter>
<ac:parameter ac:name="type">text</ac:parameter>
</ac:structured-macro>
</p>
<p>
<ac:structured-macro ac:macro-id="34f5d388-10b6-4d93-8ed9-5188cbd55d5e" ac:name="confiform-field-definition" ac:schema-version="1">
<ac:parameter ac:name="fieldName">POC</ac:parameter>
<ac:parameter ac:name="fieldLabel">POC</ac:parameter>
<ac:parameter ac:name="fieldDescription">POC</ac:parameter>
<ac:parameter ac:name="type">user</ac:parameter>
<ac:parameter ac:name="separator">;</ac:parameter>
<ac:parameter ac:name="required">true</ac:parameter>
</ac:structured-macro>
</p>
<p>
<br/>
</p>
<ac:structured-macro ac:macro-id="ab70551f-5e6e-4d36-9efe-a3be22c70a4c" ac:name="confiform-ifttt" ac:schema-version="1">
<ac:parameter ac:name="extras3">true</ac:parameter>
<ac:parameter ac:name="action">Create ConfiForms Entry</ac:parameter>
<ac:parameter ac:name="event">onCreated</ac:parameter>
<ac:parameter ac:name="title">entryId=[entry.id]&ownedBy=[entry.ownedBy],[entry.POC]</ac:parameter>
<ac:rich-text-body>
<p>On Creation event, this copies the POC field into the hidden ownedBy field.</p>
</ac:rich-text-body>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="2db771ce-6e56-4bd2-8baa-8beeae754b67" ac:name="confiform-ifttt" ac:schema-version="1">
<ac:parameter ac:name="extras3">true</ac:parameter>
<ac:parameter ac:name="action">Create ConfiForms Entry</ac:parameter>
<ac:parameter ac:name="event">onModified</ac:parameter>
<ac:parameter ac:name="title">entryId=[entry.id]&ownedBy=[entry.ownedBy],[entry.POC]</ac:parameter>
<ac:rich-text-body>
<p>On Modified event, this copies the POC field into the hidden ownedBy field.</p>
</ac:rich-text-body>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="a5ec70a0-4cf0-4fe2-89c7-52315a4ba32a" ac:name="confiform-entry-register" ac:schema-version="1">
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</ac:rich-text-body>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="edaf1246-b088-4280-9676-13e79f341abc" ac:name="confiform-table" ac:schema-version="1">
<ac:parameter ac:name="formName">FORM1</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="baa7965e-971f-4c93-b756-7a5d8743ac59" ac:name="confiform-field" ac:schema-version="1">
<ac:parameter ac:name="fieldName">RecordName</ac:parameter>
</ac:structured-macro>
</p>
<p>
<ac:structured-macro ac:macro-id="58a24a6a-1f66-41d3-97bd-8389148a0c96" ac:name="confiform-field" ac:schema-version="1">
<ac:parameter ac:name="fieldName">POC</ac:parameter>
</ac:structured-macro>
</p>
<p>
<ac:structured-macro ac:macro-id="96cb7266-ce30-4eca-9f7a-afb9123a8381" ac:name="confiform-field" ac:schema-version="1">
<ac:parameter ac:name="fieldName">ownedBy</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
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