Restrict Status Field Options by Role (e.g., Only Managers Can Select "Urgent")

English Forum
1

Hi everyone,

I have a form with a status field that includes the following options:

  • Urgent
  • Regular
  • Important

I’d like to implement the following behavior:

  • Only users with the “Manager” role should be able to select “Urgent”.
  • Other roles (e.g., Salesman, Coordinators) should only be allowed to select “Regular” or “Important”.
  • Managers should be able to select any status.

I’ve tried using linkage rules and explored field-level permissions, but I only see options like view/edit checkbox, and couldn’t find a way to control dropdown values based on roles.

Can anyone guide me on how to implement this? A step-by-step explanation would be greatly appreciated.

Thanks in advance!

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2

The feature that supports variables (including roles) on the left side of the linkage rule conditions will be released to 1.7 beta next week.

3

Hey there,

I hope you’re doing well!

I have updated to v1.7.0-beta.24 as advised.
However, I still couldn’t figure out how to set field permissions to achieve the behavior I mentioned earlier:

  • Only users with the Manager role should be able to select “Urgent” in the status field.
  • Other roles (e.g., Salesman, Coordinator) should only see and select “Regular” and “Important”.
  • Managers should have access to all options.

I tried using linkage rules and field-level permissions again after the update, but I still don’t see a way to control dropdown options based on the user’s role.

Could you please guide me step-by-step on how to set this up correctly in v1.7.0-beta.24?

Thanks a lot in advance!

4

Not released yet, expected to be released next week.