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

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!

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.

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!