Organisation Heirarchy for Roles/Permissions.

Organisation Heirarchy for Roles/Permissions.

Hi there,

I am newbie in Zoho Creator. I am trying to build a Member Management System. Couple of questions:

1. Every time a member is registered I need to generate and save a unique ID per member in the format STATECODE-DISTRICTCODE-CATEGORYCODE-FACILITYCODE-SITECODE-AUTOINCREMENT_NUMBER. So, it is a combination of Formula and Auto Increment field types. Each of the CODEs are 2 or 3 letter CODES. What is a good way to achieve this format? I see that a solution is provided at https://help.zoho.com/portal/en/community/topic/auto-generate-field-based-on-other-fields. But, unable to copy this application to my account as there are no "copy" functions available in the sample application referred to, in the post.

2. Every Member falls into a Org Hierarchy as shown below:
STATE [PM]
 DISTRICT
  CATEGORY
    FACILITY [Manager]
     SITE [FW]
We need to apply permissions based on User Role at each level. For e.g. A field worker [FW] of a particular SITE must be able to search/add/view/edit/disable members from their own SITE and no other SITE. A Manager must be able to search/add/view/edit/disable members of all SITES under their FACILITY . Likewise, a Program Manager [PM] must be able to search/add/view/edit/disable members for all FACILITIES in ALL AREAS of their STATE. A FW might have access to multiple SITEs member list to run operations on them. How can I achieve this access control setup in my application?

Appreciate your support in advance.

Regards,
Ashish