Help Center
    Follow

    Permission Inheritance

    When using a tracker form to build out multiple drill-through forms, permissions from the tracker will be inherited by every drill-through.

    This can be set up in the following way:

    1. When viewing a tracker form, go to the permissions within the form. 

      Permissions_on_Form.png

    2. Within the permissions area, add the appropriate groups and users to the tracker. For more information on how to do this see here.

      In this example, we have 1 group in Edit / Update as shown below.

      Permissions_Inheritence.png

      Permission_Form_Group.png

    3. Create a new drill-through from the tracker by clicking the icon on the left of the form. Select Insert After to insert a new row. Fill in any relevant information to create a drill-through form.

      Permission_Inheritence_Insert_After.png

    4. Click into the drill-through form which will be highlighted blue.

      Permission_Inheritence_Drillthrough.png

    5. Within the drill-through, navigate to the form permissions, as in step 1.

    6. The drill-through will inherit the same permissions as the tracker (i.e. the same single group within the Edit / Update permission), as seen below.

      Permissions_on_Inheritence.png

      Permission_Inheritence_Group.png

    7. The drill-through form will inherit all permissions from the tracker, although users and groups can still be added and removed from drill-through forms as normal, as explained here.
    Was this article helpful?
    1 out of 1 found this helpful

    Comments

    Further Questions?