Userview/ Form Permission

Steps to use the Plugin Template - Userview / Form permission:

1. Launch the app "Plugin Template Demo" and create a new template again on the Plugin Template Management Page by clicking the "New" button. (See Figure)

Figure Create a new Plugin Template

2. Fill up the Plugin Template Management Page accordingly and for the "Plugin" field choose any one of the formatter under Userview Permission or Form Permission. The  is Admin is chosen for the Plugin field. (See Figure)

Figure Fill up the Plugin Template details

3. Click the "Configure Plugin" button and as there are no properties to configure for this plugin, submit the plugin and save the template by clicking the "Save" button.

4. The Permission Plugin Template created can be applied to enforce Permission rules to both Form and Userview.

For Userview

1. The Permission plugin template created can be applied at the  Userview  itself or at the  Userview Category  level in the Userview using the  Permission Control  feature.

2. For applying the Permission plugin template at the Userview   itself, go to the Userview Builder, select Settings, navigate to Configure Layout > Theme (DX Progressive Theme) > Configure Permission  and choose Plugin Template - Permission for the Permission Type field. (See Figure)

Figure  Choose Plugin Template - Permission for the "Permission Type" field

3.  Navigate to Permission Type (Plugin Template - Permission), select the template you have created, and save the Userview by clicking the "Save" button. (See Figure)

Figure Select the created Plugin Template

4.  For applying the Permission plugin template at the Userview Category level, go to the Userview Builder, select the permission icon of the category and choose Plugin Template - Permission for the Permission Type field. (See Figure)

Figure Choose Plugin Template - Permission for the "Permission Type" field

5. Navigate to Permission Type (Plugin Template - Permission), select Permission the template you have created, click the "OK" button, and save the Userview by clicking the "Save" button. (See Figure)

Figure Select the created Plugin Template

For Form

1. The Form Permission plugin template created can be applied at the  Form  or  Form Section  level using the Permission Control feature.

2. For applying the Form Permission plugin template to the Form itself, go to the Form Builder of the form, select Properties, navigate to Edit Form > Advanced,   and choose Plugin Template - Permission for the Permission Type field. (See Figure)  

Figure Choose Plugin Template - Permission for the "Permission" field

3.  Navigate to Permission Type (Plugin Template - Permission), select the template you have created, and save the Userview by clicking the "Save" button. (See Figure)

Figure Select the created Plugin Template

4.  For applying the Permission plugin template at the Form Section level, go to the Form Builder, select the Edit Section icon of the section, navigate to Edit Section > Data Binder > Advanced Options and choose Plugin Template - Permission for the Permission Type field. (See Figure)

Figure Choose Plugin Template - Permission for the "Permission" field

5. Navigate to Permission Type (Plugin Template - Permission), select the Permission template you have created, click the "OK" button, and save the Form by clicking the "Save" button. (See Figure)

Figure Select the created Plugin Template