Edit field as logged in administrator

Home Forum Managing Stage / Role Field Access Edit field as logged in administrator

This topic contains 1 reply, has 2 voices, and was last updated by  Dennis @ PerfectForms 4 years, 7 months ago.

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  • #7049

    I want to be able to edit a particular field of a form at any stage after I log in as my PF administrator user. That is, I want to login and find the instance under the form, click view, and edit that field and submit it. How do I do that?

    I have already tried setting my user as a role in the administrative settings and then adding that role to the form and then setting the field to “normal” under all states with my role. It didn’t work. Please advise.
    Thanks,
    Mike

    #7057

    An instance will only recognize a user as occupying a role if the user accessed the instance via a link in a notification sent to that role, or if they occupy a role which was sent a link by the instance and they accessed the instance via the dashboard. Setting yourself up in a role does not good unless you send a notification to that role.

    Another thing you could do is use a Simple Branch when the form opens. If the user name = your name use a Set State object to set the state of the object to Normal. If your workflow does not have specific rules from one stage to the next you may need to give yourself a special submit button that has a Set Next Stage behavior if you do not want to inadvertently change stages in the instance.

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