Tip - easily assign permissions to multiple columns

Vladi Gubler
Vladi Gubler
February 26, 2014 | Products

Hi,

Using Smart List Pro it's easy to set permissions to individual columns of your list/document library. You can set a column to be in Write, Read or Deny(hidden) mode based on conditions and the identity of the current user. Sometimes you would need to set up multiple permission rules, especially when you need precise control over the column throughout your list-based business process.

When you have multiple columns in your list and need to set up similar permissions to several of them, it can be a daunting task. Thankfully, let me show a little trick that will make your life much easier.

As you know, permissions can be set to both columns and tabs. When setting a permission to a tab, the columns included in the tab are assigned that permission as a group. So basically you only need to assign it once, which is great.

But what if you don't want any tabs on your form, but still don't want to go and assign permission rules to each individual column?

There is a simple solution to that. We have a special mode for the tabs that is called "Do not display". It means that your tabs are only used for assigning permissions and there is no visual representations of these tabs on the form itself. You can find this setting under Display as in General Settings section (at the very bottom of Infowise Tabs and Tab Permissions management page).

So how do you do that:

  1. Create a tab for every group of columns sharing the same permissions.
  2. Associate the columns with the tab
  3. Set permissions to the tab itself
  4. Set Display as to Do not display
  5. Save your settings

This is it, you just saved yourself the hassle of assigning permissions to each individual column!

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Learn how to address business process pain points immediately. Save time and money.

Eastern time zone (GMT-5)