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Control - Department

The Department control allows you to select departments configured within the organization. It also supports automatically filling in the current user’s department. Both single-select and multi-select modes are supported.

Field Configuration​

1. Selection Mode: Single / Multiple​

  • Single select: Only one department can be selected
  • Multi-select: Multiple departments can be selected

You can switch the selection mode after saving the field configuration.

When using multi-select, you can drag selected departments to adjust their display order.

2. Selection Scope​

You can restrict which departments are available for selection. Four configuration options are supported:

  • All: All departments in the organization are selectable

  • Specified Departments Only:
    You can select:

    • A fixed department or a department field
    • A member field

    When a member field is used as the scope, it represents all departments that the selected members belong to.

  • Specified Departments and All Sub-departments:
    Includes the selected departments and all their sub-departments

  • Sub-departments Only:
    Excludes the selected departments and includes only their sub-departments

3. Permissions and Scope​

Permissions for Members in Selected Departments​

You can assign roles to members within the selected departments:

  • Member: Members of the selected departments are added as record members (joiners)
  • Owner: Members of the selected departments are assigned the same permissions as the record owner
  • None (Data only): The department field acts like a text field and only stores department data

Being assigned as a member or owner does not guarantee access to the record. Permissions still depend on role settings.
Learn more

Scope (Which Members Receive Permissions)​

  • Members of the selected department only
  • Members of the selected department and all sub-departments
    • Example: If “Sales Department” is selected, members of its sub-departments will also be granted permissions
  • Department managers of the selected department
  • Department managers of the selected department and all parent departments

4. Default Value​

You can configure default values for the department field:

  • Set a fixed department (applies to all users)
  • Reference another department field in the current worksheet
  • Reference a department field from another worksheet

5. Display Department Hierarchy and Deleted Status​

  • Show department path:
    When enabled, if the selected department has parent departments, the full hierarchy path will be displayed.
    When disabled, only the department name is shown.

  • Show deleted:
    By default, deleted departments appear as empty.
    When enabled, deleted departments will be displayed as “Deleted”.

6. Department Management​

Learn more

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