Creator Help

Set Access Permissions

Overview

The Application owner can grant three levels of access permissions to a public application or to shared users of a private application. Users will be able to add, edit or delete records in a view only if access permission is provided by the app owner. To invite users to share your application, refer Sharing.

Set Access Permissions

To set the access permission,

  1. Select the View from the Views tab.
  2. Select Set Permissions option from the View Configuration tree.

Add Record

Creating a view with the "Add Record" option selected, will allow shared users to add new records to this view. (i.e) the Add button will be displayed in the View to add new records.

Duplicate Record

If access is provided to add new records, the Duplicate Record option is also displayed. Selecting this option will enable shared users to duplicate a record that already exists in the application. The Duplicate button will be displayed in the view only if one or more records are selected.

Edit Record

Creating a view with the "Edit Record" option selected, will allow shared users to edit existing records in the view. (i.e) the Edit button will be displayed in the view. You can choose to allow users to edit all the fields in the form or only visible fields in the view.

Allow user to edit all fields

This option will allow users to edit all the fields in the form, irrespective of whether they are shown or hidden in the view. (i.e) The Edit Record form will display all the fields defined in the form.

Allow users to edit only visible fields

This option will allow users to edit only visible fields in the view. (i.e) The Edit Record form will display only those fields that are configured as "Shown" in the Column Properties option of the view. All "on user input" scripts and "on edit -> on load" scripts will not be executed if this option is selected.

Bulk Edit Record

If access is provided to edit existing records, the Bulk Edit option is displayed. You can select this option to enable shared users to edit multiple records with same values. The Bulk Edit button will be displayed in the view only if one or more records are selected. You can choose to allow users to bulk edit all the fields in the form or only visible fields in the view.

Allow user to edit all fields

This option will allow users to bulk edit all the fields in the form, irrespective of whether they are shown or hidden in the view. (i.e) The Edit Record form will display all the fields defined in the form.

Allow users to edit only visible fields

This option will allow users to edit only visible fields in the view. (i.e) The Edit Record form will display only those fields that are configured as "Shown" in the "Column Properties" option of the view.

Delete Record

Creating a view with the "Delete Record" option selected, will allow shared users to delete existing records in the view. (i.e) the Delete button will be enabled to the shared users. The Delete button will be displayed in the view only if one or more records are selected.

  • Click Done to create the view based on the specified configurations. The screen-shot of a view with all the access permissions enabled is show below:

Note:

  • Zoho Creator automatically tracks details about when and by whom a record is added or modified. Refer the topic Display username and time for more information.

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