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Control - Department

With the department control, you can select the configured departments in the organization, or automatically filling in the department the current user is in. Single or multiple selections are supported.

Setting Details

1. Quantity: Single/Multiple Selection   ​

Single selection means that only one department can be selected; multi-selection means that multiple departments can be selected. You can also change after saving.

2. Permissions and Selection sScope​

  • Roles assigned to department members

    For the users in the selected department, you can assign them a certain role in the current record. There are three kinds as follows.

  • Members: The selected user is assigned membership of this record.

  • Owner: The selected person is assigned the same status as the owner of the record.

  • Data storage only: The department field is like a text field, as a department data entry.

As a member and owner of a record, the user is not necessarily able to view or manage the record, but also needs to take into account the configuration of the role's permissions. View more details

  • Department members selected

    • Include only staff of current department.

    • Include all staff of subordinate departments.

      For example, if Sales Department is selected, members of the sub-departments of the Sales Department are assigned the same permissions.

3. Default Value​

  • A fixed department can be set. The same department is selected by default when a user creates a record.

  • The value of other department fields can be referenced.

  • You can reference the department field values from records in other worksheets.

4. Show departmental hierarchy/Show Deleted​

  • When [Show department hierarchy] is checked, if a department has a superior department, the hierarchy path will be displayed from the top department; if it is unchecked, only the name of current department will be displayed.

  • Deleted departments are shown as empty by default. If [Show Deleted] is checked, the deleted departments are displayed as "Deleted".

5. Department Data Management​

View more details in Department Management.

6. Data Filtering​

When filtering data in the worksheet, you can select the department of current user. It means that only the data of that department is displayed.

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