Enabling Editing on a Block
Making a block editable.
To enable editing on a given block, you need to navigate to the Edit tab in block settings and enable Allow user to edit. Next, you'll need to add the user groups for which you want to enable it.
That's it. Now all the logged-in users that are granted the permission to edit the block will see an edit icon on the block.
Clicking the icon will open a pop-up with all the fields that are subject to editing, and the user will be able to make the necessary changes and hit Save to apply them and update data in Airtable.
Now, let's consider an example to give you a better understanding of how permissions and editing works.
Example: Changing the task status
Let's say you have a list of tasks, and each task is assigned to a particular user in your Softr app. Further on, you want the assignees to be able to log in and change the status of their tasks (e.g. from "In Progress" to "Done"), not being able to modify other users' tasks in any way. So, let's see how that can be done.
Adding a Permission Rule
First, we are going to create a permission rule for our Task List table, where users can only edit the Status field. We will also apply a record-level permission, so that each user can only edit his/her records (tasks he/she is assigned to). See below.
That's it. Now when the user logs in and opens his task details from the task list, he will be able to modify the Status of the task as shown below. Please, note that when the user opens a task not assigned to him, the Edit icon is not there thanks to the record-level permission we had defined earlier.
Example: Editing the Task Project (Linked Records)
Let's say we have a list of tasks, and there's a Project column that shows which Project the task belongs to. This is a field with Linked Records that is linked from the Projects table.
Linked Records editing is configured similar to other fields. You just need to enable editing for that particular field in Edit Permissions as shown below.
The process of editing the field by the user is shown in the following GIF.
Last updated on December 6, 2022