Security

Overview

Form Editor - Security Tab

The Security tab of the Form Editor allows developers to control element-level security on the form by configuring which user groups (permissions) can view or access specific UI elements.

This enables you to enforce fine-grained UI restrictions based on security roles directly at the form level, ensuring that only authorized users can see or interact with certain fields, buttons, or other UI elements.

Sections

Permissions Panel (left side)

Lists all the available permissions (security groups) configured in the solution (for example: Administrators, Observers, Users). Selecting a permission will display the security configuration for that group on the right.

Elements Matrix (right side)

Displays all the elements on the form for the selected permission. Each row corresponds to a specific form element.

It contains two columns of checkboxes:

• Viewable: Determines if the element is visible to users in this permission group.

• Accessible: Determines if the element can be interacted with (editable/clickable) by this group.

Global Buttons & Options (top right)

• Toggle Viewable: Quickly checks/unchecks the viewable status for all elements under the selected permission.

• Toggle Accessible: Quickly checks/unchecks the accessible status for all elements under the selected permission.

• No rights unless explicitly specified: Enabling this will ensure that unless a viewable or accessible right is explicitly set, the default is to deny.

Using the Security Tab

Here’s how to configure element security on a form:

1. Select the Permission

   • Click on a group from the left panel (e.g., Administrators).

2. Configure View and Access Rights

   • On the right side, for each element, check or uncheck the Viewable and Accessible boxes to determine what users in this group can see and interact with.

3. Use Global Controls for Quick Setup

   • Use Toggle Viewable or Toggle Accessible to quickly grant or revoke these rights for all elements.

   • Check No rights unless explicitly specified to enforce strict permissions, requiring you to explicitly grant rights for each element.