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Control - O-roles

Roles are a more flexible way to group people than departments. The Organizational Roles control supports selecting configured roles within the organization, as well as auto-filling the current user's department. Single or multiple selections are supported.

Setting Details

1. Quantity: single or multiple choice   ​

Single selection means that only one o-role can be selected; multiple selection means that multiple o-roles can be selected. You can also switch after saving.

2. Permission configuration​

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

  • Members: The selected person is given membership of this record.
  • Owner: The selected person is given the same status as the owner of the record.
  • For data storage only: Like a text field, it is entered as data only.

As a member and record owner, the user does not really have to be able to view or manage the record, but also needs to combine the permissions of the role. View more details

3. Default values​

  • 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 quote 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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