Create and Manage Data Sharing Rules
What Does This Page Cover?
Learn to create data sharing rules that allow the flow of application data from one user/role to another.
Availability
- Data Sharing is accessible in all plans of Creator.
- Only the super admin, admins, and developers can create and manage Data Sharing.
Setting Up Data Sharing
Data sharing rules enable a
user
or
role
which has been assigned to multiple users, to share their added records to another user or role who do not have the access by default. Before creating a data sharing rule, make sure to check out everything you need to know about
data sharing.
Data Sharing Rule Creation Flow
See How to Configure
Create a Data Sharing Rule
1.
Navigate
to the edit mode of your application.
2. Click
Settings
situated in the top bar of the page.
3. Click
User Permissions
under the
Permissions
section.
4. The
User Permissions
page appears with the
Permissions
tab open. Click on the
Data Sharing
tab.
5. Click
Add rule. The
New Share Rule
pane slides in from the right.
Note : If you've already created data sharing rules, click New Share Rule instead.
6. Enter a
Name
for the data sharing rule.
Note
: The character limit for
Name
field is 100.
7. Choose the form whose records you want to share from the dropdown of the
Form
field.
8. Choose from
Roles,
Roles and Subordinates, or
Users
in the dropdown of
Records shared from
field. By default,
Roles
is selected.
Note
:
Roles and Subordinates
refers to a role and all the roles that report to it.
9. Search and select a role/user from the dropdown given below the
Records shared from
field. All records owned by this particular user/role/role and their subordinates will be shared.
10. Choose from
Roles,
Roles and Subordinates, or
Users
in the dropdown of
Records shared to
field. By default,
Roles
is selected.
11. Search and select a role/user from the dropdown given below the
Records shared from
field. The records will be shared to this particular user/role and their subordinates/role.
12. Choose the
Level of access
as
Read Only
(default) or R
ead/Write. This determines if the user/role, who is being granted access to the records, can only view, or also edit the records. Click
Save.
Edit a Data Sharing Rule
1. Click on a data sharing rule in the
Data Sharing
tab to make edit and update it.
2. Make the necessary changes from the
Edit Sharing Rule
pane that appears and click
Save.
Delete a Data Sharing Rule
1. Click the bin icon next to a data sharing rule in the
Data Sharing
tab, to delete the rule from your application.
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