Setting up Edit Permissions
How to allow your users to create, read, update, and delete data on your app.
To set up user edit permissions, go to your app’s Settings ⇒ User Groups & Permissions ⇒ Edit Permissions. Here, you can define permissions to specify which data from your connected data sources the users can edit. After defining the permissions here, you can enable editing on any List, List Details, or Table block, so that users can edit the data that appears on the block, thus updating it in your data source. We'll discuss that further in this article. Now, let's see how you can add and configure permission rules.
Below is the list of fields that are supported or not supported for editing.
- Single Select
- Rich Text
- Single Line Text
- Long Text
- Single Select
- Multiple Select
- Multiple Attachments
- Multiple Linked Records
- Phone Number (validation to be added)
- Rating (coming soon)
- Duration (coming soon)
- Single Collaborator
- Auto Number
- Created By
- Created Time
- Last Modified By
- Last Modified Time
- Multiple Collaborators
- Multiple Lookup Values
Adding a permission rule
Let's go through the steps of adding and configuring a permissions rule. To create a new permission rule, you need to click the Add edit permission button.
In the pop-up that appears next, you need to add a name for the rule and select to which user group it should apply.
Configuring Record- and Field-Level Permissions
Next, you need to add all the bases and tables for which you want to specify the permissions. For each table, All Fields and All Records will be enabled by default. If you want to set more specific rules, you can turn the toggles off and configure each field separately, so that users are able to edit only the selected fields.
For Record-Level Permissions, you should define a condition, so that the given user is able to edit only those records that meet the condition. This works similar to List Conditional Filtering explained here. In the example provided for the conditional filters, the users can only see the tasks that are assigned to them (contain their email address). If you set a similar rule for the record-level permissions, the users will only be able to edit the tasks that are assigned to them. We'll discuss this example in greater detail below.
After defining the permissions for all the necessary bases/tables, just hit Create permission, and the permission rule will be saved in the permissions list.
Last updated on December 6, 2022