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Assigning Entries

Why Assign Entries?

Sometimes you need to assign specific entries to specific users. In this case the "Select User" field type is helpful. Entries are typically managed by the entry creator who can edit an entry after the entry is created.

On the other hand, if the user normally does not have the necessary access rights to view records in one sheet, and you have to grant them access, you can use the Set selected user as entry manager attribute.

Setting Up the Field to Assign Entry

If you would like to assign an entry to a user, you must first create a Select User field type in the sheet.

Check Set selected user as entry manager, and if you would like to assign the entry to multiple users, check Multiple select. If the user or users must be part of a specific group, you can click on All Users drop down menu to select the group.

After you have completed the settings, while editing records, your users can select the user they would like to assign to from the drop-down menu on that field.

Assign Entry to a Group

You can also assign an entry to the users in a user group, with the "Select Group" field type. This lists the groups of your account to choose from.

If you choose check Set selected group as entry manager, all users in the group selected will have the same access right as the person who created this entry.

Now with the settings completed, when editing records, users can select the user groups they would like to assign to on that field.

Assigning for Different Levels of Access Rights

If the access rights for your sheet is set to "survey user", when you set a selected user as the owner of an entry, they can see this entry even if they aren't the creator.

If the access rights for your sheet is set to "bulletin user", when you set a selected user as the owner of an entry, they can edit this entry even if they aren't the creator.

Revoking the Assignment

This right can be revoked when the user or user group is removed from the field that sets the user as an entry owner.

View All Entry Managers

Viewing all the users that can manage an entry can be done from the info panel in the bottom.

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