Is it possible to set permissions to categories?

Article Number:040166

You cannot set permissions for categories.

Aside from categories, "Drop-down" fields can be used to categorize records. You can set permissions for "Drop-down" fields.

Described below are the steps to use a "Drop-down" field to categorize records and set permissions for the field.

Adding a "Drop-down" Field

First of all, you will add a "Drop-down" field to be used instead of categories.

  1. Open the app setting screen and select the Form tab.
  2. Add a "Drop-down" field by dragging and dropping.
  3. Click the Settings button at the upper right of the "Drop-down" field you have added.
  4. Configure the field setting and click Save.
    Example setting
    Field Name: Category
    Options: A, B, C (From top to bottom)
    The "Drop-Down Settings" screen
  5. Click Save Form at the upper left of the screen.

Setting Permissions for the "Drop-down" Field

Next, set permissions for the "Drop-down" field you have added.

  1. Open the app settings screen and click the App Settings tab.

  2. Click Fields under Permissions.

  3. Click Add, set conditions and permissions, and then save the setting.
    Example setting
    Select "Category" for Target Field and set permissions as shown below.

    John Jones [✔] View [✔] Edit
    Everyone [✔] View [  ] Edit
    In this example setting, John Jones can view and edit the Category field. Other users can view, but not edit the field.
  4. Click Update App on the upper right side of the screen and click OK.