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Question

Can specific fields in a LF Form be hidden so that only certain people can see them?

Forms Version 10 Version 11 Business Processes Forms Layout Designer
Updated December 12, 2023
asked on December 11, 2023

Can specific fields in a form be hidden so that only certain people can see them?

Like if we only want members of HR and IT to see them on the form but not other users.

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Replies

replied on December 12, 2023

Here's how I handle this:

I have a hidden field named whoami that I default to {/_currentuser}

I then base my Field Rules off of whoami.

Like:
HIDE/SHOW field WHEN whoami is {that person's Laserfiche username}

As an example, we've done this when only HR staff should see certain information.

I hope that helps!

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replied on December 11, 2023

Yes.

This is particularly easy to implement in the Forms Designer using field rules.  See this page for instructions. 

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replied on December 12, 2023

If you have a lot of users you need to list out, I would suggest giving them an additional name in SQL with a CASE WHEN statement if you are pulling in a view from your ERP or manually adding a tag if you just have a table to work with.  Then you only have to write one or two rules in the form itself.  

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