Skip to main content

Control - Department

In a department field, users can choose departments in the organization, or it will automatically select the department the current user belongs to.

Setting Details

1. Selection method: Single/Multiple select   ​

If it is single selection, only one department can be chosen; if it is multiple selection, multiple departments can be chosen. After saving the field settings, the selection method can still be switched.

When selecting multiple departments, users can drag and drop departments to adjust the display order.

2. Selection range​

Users can set which departments can be selected in the following four ways.

  • All: All departments within the organization can be selected.

  • Only specified departments:

    You can set a fixed department or department field, or select a members field.

    If selecting a members field, it means that departments to which the users in the members field belong can be selected.

  • Specified department and all subordinate departments:

    This includes the selected department and all of its subordinate departments.

  • All subordinate departments of specified department only:

    It does not include the specified department, only the subordinate departments of the specified department can be selected.

3. Permissions and scope​

  • Assign roles and permissions to members of the selected department

    For members in the selected department, roles can be assigned to them for the current record, with the following three roles:

    • Members: Members of the selected department are recorded as members of the record.

    • Owner: Members of the selected department are recorded as owners of the record.

    • Null (Data storage only): The department field is like a text field, and the selected department is like data entry.

      Although the selected member is set as a member or owner of the record, this member may not necessarily have the actual permissions to view or manage the record; it also depends on the configuration of roles and permissions. For more details, check out this article.

  • Scope (Assign permissions to which members in the selected department)

    • Only members in the current department.

    • Members in the current department and all subordinate departments.

      For example, if the Sales Department is selected in a department field, all members in the Sales Department and its sub-departments will be assigned permissions.

    • Head of the current department.

    • Heads of the current department and all superior departments.

4. Default values​

The default value of the department field refers to the department which is automatically selected in the department field when creating a record. You can set a fixed department, select other department fields, or reference department fields in records from other worksheets.

5. Show department hierarchy/Show Deleted​

  • When "Show department hierarchy" is checked, if the selected department has a superior department, the complete department hierarchy will be displayed. If not checked, only the name of the selected department will be displayed.

  • Deleted departments by default display as empty. If "Show Deleted" is checked and the selected department has been deleted, it will be displayed as "Deleted".

6. Department data management​

For more details, check out this article.

Have questions about this article？ Send us feedback