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Automatic Organizational Tree Permission Implementation

1. Configure Forms​

1.1 Configure User and Organization Fields in Forms​

To use automatic organizational permissions, you need to configure user and organization-related fields in the forms.

  • Configure the user ID field (Note: userId is a reserved field and cannot be used in forms. Use another name such as ownerId). Select this field as a user field.

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  • Configure the organization field. Set this field as an organization field.

Note: If the organization is an ACL or Select, it should be a single-select attribute.

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1.2 Configure Forms to Use Organizational Tree Data Permissions​

In the form permission configuration section, select the option "Use organizational tree data permissions".alt text

2. Configure Permissions​

For the above forms, configure the relevant permissions in the permission configuration page.alt text

3. Create Roles on the Organizational Tree and Configure Role Permissions​

3.1 Add Roles to the Corresponding Organization and Select Relevant Permissions​

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3.2 Select Data Permissions for This Department and Subordinate Departments​

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4. Test Permission Implementation​

Create relevant data for the organization and its subordinate organizations and test the permission implementation.