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Applies To Version(s): 4


Overview





Requirements/Dependencies


  • (to be updated)



How-to


To enable field security

  1. In the site administration section of your site in the Lists and Libraries section open the list "Form Security Configuration"
  2. Add a new item to the list
  3. Active: enable or disable the security setting
  4. List : select the list where the security settings will be applied
  5. Content Type : select the list content type/form where the security setting will be applied
  6. Type : select the type of security
    1. Field Security -  this will set the editing permissions based on the users security group of a selected section once a list item has been created for all users
    2. Lock Section - this will disable any editing of a selected section once a list item has been created for all users
    3. Lock Entire Form - this will disable any editing of the full form once a list item has been created for all users


Field Security Type Settings

  1. Start Field : select the first form field to apply the security settings
  2. End Field : select the last form field to apply the security settings

    The field drop down will display the form field in the order they appear on the form which is set in the list content type settings

  3. New Form Permission : select the security groups which have access to enter data in a new form
  4. Edit Form Permission:
    1. Set permission by
    2. Edit form security -select the security group which have access to edit the form fields
    3. Field visibility - set the visibility for security group which do not have access to edit the form field
  5. Display form permission

Lock Section Type Settings

  1. Start Field : select the first form field to apply the security settings
  2. End Field : select the last form field to apply the security settings
  3. New Form Permission:


Lock Entire Form Type Settings

  1. Field - 


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