how to set permission on (add new) in Confiforms

[Abid Omer]

hii

I am using Confiform macro (table view) how to show/hide (add new ) record based on specific users group.

regards

Abid Ahmed 

[Alex Medved _ConfiForms_]

Each record in ConfiForms has an owner or owners, for the non-admin users of the form you can setup the form to shown only own records.

This way you can hide the records what not owned by the user from being seen

Unfortunately you need to specify a user (or users in CSV format, comma separated), not user groups, at this point

[Srinath S]

Hi Alex,

Can you please me know how I can add more user names to owner field of a record that is created ?

[Alex Medved _ConfiForms_]

Manually or via some automation?

Manually, a record owner can open the record's metadata by clicking on + button and setting multiple owners on a record

[Enrico Mancuso]

How can I automatically populate this field? For example, I have a field where the employee number of the supervisor is entered, and I want the supervisor to automatically become the owner of the form.

Or can I rename the field from "Owned By" to "Führungskraft"?

[Alex Medved _ConfiForms_]

You can set it

• with a rule - https://wiki.vertuna.com/display/CONFIFORMS/ConfiForms+Field+Definition+Rules#ConfiFormsFieldDefinitionRules-Setvalue
• or via the ConfiForms IFTTT - https://wiki.vertuna.com/display/CONFIFORMS/Configuring+ConfiForms+IFTTT+actions+and+rules#ConfiguringConfiFormsIFTTTactionsandrules-Create(Update)ConfiFormsEntry

You cannot rename internal fields (if you dont want to see it on the form then enable this option)

Please note that in any way this is only shown for form administrators only

Alex

[Enrico Mancuso]

Thank you, my goal is to ultimately have a record with multiple owners. I already created this string: ownedBy=[entry.manager],[entry._user] in an IFTTT. The form is submitted, but all the other fields are empty.

[Alex Medved _ConfiForms_]

You want to update the record, right? Not to create yet another record... So it should be something like

entryId=[entry.id]&ownedBy=[entry.manager],[entry._user]

[Enrico Mancuso]

With the string, the form works again, meaning all fields are filled and submitted, but now the multiple ownership isn't functioning anymore. Only I am listed as the owner. Could it be because my field [entry.manager] is a user select field? I can't explain it to myself.

[Enrico Mancuso]

To provide a bit of context, it's a form where an employee submits a training request, which needs to be approved by both the manager and the HR department. To ensure that not everyone sees every request, the supervisor needs to be listed as an owner of the record along with the employee. The HR department should be the admin of the form since they need to see all requests. That's the use case.

[Alex Medved _ConfiForms_]

What is not working with this approach? You set the ownership of this record to 2 persons - current user and the one specified in the "manager" field 

[Enrico Mancuso]

The process is as follows: I create a form, and while filling it out, I enter my manager in the "Manager" user-select field. Then I submit the form. Upon submission, a record is created, which is displayed in a table view. Now I check the ownership of the record by clicking on "Edit" and looking in the "Owned By" section of the metadata, but only my name is listed there. My manager is missing, and that's not working as it should.

[Enrico Mancuso]

It works... I found the problem, a Layer 8 issue :)

Thanksss a lotttt