Permission Settings

When collecting or analyzing data, organizations typically ask employees to fill out forms or start workflows. For confidentiality reasons, junior employees can usually view only the data they submit, department managers can view data for their own department, senior leaders can view data submitted by employees in sub-departments, and employees running a survey may see only anonymously submitted data. For these scenarios, you can control access directly through permissions.

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3.1 Upgrade the Form and Workflow Pages of Legacy 3.0 Apps to the New Features

For legacy YiDA 3.0 apps, use One-Click Upgrade to migrate to the new Data Permissions feature. You can upgrade one page at a time. If you choose not to upgrade, the legacy features remain available, but you will not receive further upgrades. This upgrade does not migrate legacy permission configuration data and cannot be rolled back once completed. After a successful upgrade, the platform pre-configures three permission groups. Customize them as needed.

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4. Procedure

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4.1 Create a Data Management Page for the Form

Because the data needs to be displayed, first create a data management page for the form.

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4.3 Add a Permission Group and Configure Permissions for Different Scenarios

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1. 4.3.1 Allow Users to View Only the Data They Submit

Configuration screenshot: Result screenshot:

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4.3.2 All Users Can View Data Submitted by Their Own Department

Configuration screenshot: Result screenshot:

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4.3.3 All Users Can View Data Submitted by Sub-Departments

Configuration screenshot: Result screenshot:

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4.3.4 All Users Can View the Data Management Page for Silent-Login Submissions

Configuration screenshot: Result screenshot:

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4.4 Filter by Department Equal to or Containing the Current Signed-In User’s Department

• Before: When configuring data view permissions, the Set data filter conditions based on form content option in the data scope did not support the equals or contains logic for the Department and User components, which caused confusion.
• Now: For the Department and User components, the Set data filter conditions based on form content option in the data scope supports three logic types: equals, contains, and belongs to.

Note: A “single-select Department component” is a Department component with multiselect mode turned off. The multiselect Department component does not support the “belongs to” logic.

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4.4.1 Custom Department Permissions Support Drill-Down

When the department selector opens in a Custom department configuration, select Include all sub-departments to automatically drill down into every sub-department of the current department. The Custom department option now supports one-click Include all sub-departments. For complex permission configurations, you no longer need to select departments one by one, which greatly improves efficiency.

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4.4.2 Set Data Filter Conditions Based on Form Content

Conditional filtering currently supports the following component types: Select, Numerical, Date, User, Department, Single-line text, Country/Region, Rating, Checkbox, Dropdown select, Dropdown multiselect, and Multi-line text.

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4.5 Scope of Form Permissions

Form permissions are currently inherited by cross-app forms and by reports that reference the form directly. Other data processing stages:

• View table (inheritance is not supported yet; user-selectable inheritance is in development)
• Data preparation (not supported yet)
• DataV dashboard (not supported yet)

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5. FAQ