Re: Setting state for the unspecified role

Home Forum Managing Stage / Role Field Access Setting state for the unspecified role Re: Setting state for the unspecified role

#5335

ajobling
Keymaster

There are several ways to manage field states, there are no hard and fast rules.

A common method is to use the All Stages/All Roles combination to set a ‘standard’ rule which would often be the rule that restricts access to the field (Read-only, Hidden or Disabled) and then use specific Stage/Role combinations to manage the exceptions to the standard rule.

Use the ‘Default Stage/All Roles’ combination to control the state of objects for a user starting a form.

There is a hierarchy that applies to the stage role combinations so that specific stage and role combinations will override the ‘All stages/All roles’ combination.