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Control - O-roles

Roles are more flexible tags for grouping users than departments. With the O-roles control, you can select a configured role in the organization, or it can be auto-filled with the department that the current user is in. Single selection and multi-selection are supported.

Setting Details

1. Quantity: Single/Multiple Selection ​

  Single selection means that only one o-role can be selected; multi-election means that multiple o-roles can be selected. It can also switched after saving.

2. Permissions Configuration​

For the users in the selected o-role, you can assign them a certain role in the current record. There are three kinds as follows.

  • Members: The selected user is assigned as a member of this record.
  • Owner: The selected user is assigned the same status as the owner of the record.
  • Data storage only: The o-roles field is like a text field, as a name data entry.

As a member and owner of a record, the user is not necessarily able to view or manage the record, but also needs to take into account the configuration of the role's permissions. View more details

3. Default Value​

  • A fixed o-role can be set. The same o-role is selected by default when a user creates a record.

  • The value of other o-role fields can be referenced.

  • You can reference the o-role field values from records in other worksheets.

If the o-role is single selection, the default value for the o-role only takes the first role.

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