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Permissions（权限）

:::callout{theme="warning"} In most cases, permissions should remain as they are set by default. Custom permissions can often cause challenges in tracking platform operations available to different users. :::

Create forms

By default, all users can make spreadsheet-backed forms or forms without an origin. Only a subset of users can create forms backed by an object type.

Details

To create a form, you need permission to create resources in the filesystem folder in which the form will be located.

You also need specific permissions based on the backing data for the form:

  • For an object-backed form: fforms:form-definition:create-phonograph-form
  • For a spreadsheet-backed form: fforms:form-definition:create-fusion-form
  • For a form that is created without a backing origin: fforms:form-definition:create-no-origin-form

The following user groups have these permissions by default, which can be overridden in the Foundry Forms backend configuration:

  • fforms:form-definition:create-phonograph-form is given to the groups "fforms-admins" and "Platform Administrators".
  • fforms:form-definition:create-fusion-form is given to all users.
  • fforms:form-definition:create-no-origin-form is given to all users.

Create new entries

By default, users only need Viewer permissions on the form they are filling to create new entries. Turn off Allow creation of new objects without read or write permissions in the settings panel in the Visual Editor to restrict the form so only users with permissions on the backing object type or spreadsheet can fill the form.

Details

A user may not be able to create new entries for the following reasons:

  • A form may not have a published, fillable version.
  • If there are any attachment fields in the form, then users must have permission to upload files to the attachments folder.

By default, fforms:form-definition:view is given to users with the compass:view permission on the form. This can be overridden in the Foundry Forms backend configuration.

Edit existing entries

As with creating new entries, you need permission to view the form. In addition, you need permission to edit the backing origin, whether it is an object type or a spreadsheet.

Details

The Allow creation of new objects without read or write permissions option does not affect editing existing entries. There is no current equivalent for editing entries. However, Foundry Forms previously supported this feature and some older forms may still allow editing entries without origin permissions to allow for backwards compatibility.

As with creating new entries, a published version must still exist, and you will need permission to upload files to any folders referenced in attachment fields.

Save changes to form definitions

To edit a form, you need Editor permission on the form. If you want to limit who can make changes to the version of the form that users see, you can do so by restricting who has permission to publish the form.

Details

To edit an unpublished version of a form, you need fforms:form-definition:edit on the form. To edit a published version of a form, you additionally need all the permissions required to publish a version of that form.

By default fforms:form-definition:edit comes from compass:edit on the form. This can be overridden in the Foundry Forms backend configuration.

Publish a version of a form

To publish a form, you need Editor permission on the form. If you want to restrict who can publish the form to only users with manage permissions on the form, you can move fforms:form-definition:manage from the compass:edit to compass:manage expansion in the backend configuration.

Details

To publish a version of a form, you need fforms:form-definition:manage on the form. You additionally need:

By default, fforms:form-definition:manage comes from compass:edit on the form. These options can be changed in the Foundry Forms backend configuration, but the requirement on attachment folders cannot be changed.

Create a new version of a form

To create a new version of a form, you need Editor permission on the form. You will also need to belong to the group that can make either object-backed or spreadsheet-backed forms, depending on your use case.

Details

To create a new version of a form, you need permission to create a form of that origin type. You also need fforms:form-definition:create-new-version and permission to manage the origin of the form.

fforms:form-definition:create-new-version comes from compass:edit by default, but this can be changed in the backend configuration.

Change the response destination of a form

To change the response destination of a form you need:

Change the name of a version of a form

To change the name of a version of a form, you need Editor permission on the form. If the form is the published version, then you will need permission to manage it and also manage its origin.

Details

To manage a published form, you need fforms:form-definition:manage on it, which comes from compass:edit by default. This can be overridden in the backend configuration.

Delete a form

To delete a form, you need Editor permission on the form. You will need fforms:form-definition:manage, which comes from compass:edit by default. This can be changed in backend configuration.

Unpublish a form

To unpublish the published version of a form, you need Editor permission on the form. You will also need fforms:form-definition:manage, which comes from compass:edit by default. This can be changed in backend configuration.

Manage the origin of a form

This permission is required for several different operations. Different permissions are required based on what the form is backed by:

  • fforms:form-definition:create-phonograph-form: The form is backed by an object type
  • fforms:form-origin:manage: The form is backed by a spreadsheet

fforms:form-definition:create-phonograph-form is given to members of the "Platform Administrators" group. fforms:form-origin:manage is given to users with fusion:edit-document on the backing spreadsheet. These can be changed in the Foundry Forms backend configuration.

中文翻译

权限

:::callout{theme="warning"} 大多数情况下，权限应保持默认设置。自定义权限通常会给追踪不同用户可用的平台操作带来挑战。 :::

创建表单

默认情况下，所有用户都可以创建基于电子表格的表单或无来源表单。只有部分用户可以创建基于对象类型的表单。

详细信息

要创建表单，您需要拥有在表单所在文件系统文件夹中创建资源的权限。

您还需要根据表单的后台数据拥有特定权限：

  • 对于基于对象的表单：fforms:form-definition:create-phonograph-form
  • 对于基于电子表格的表单：fforms:form-definition:create-fusion-form
  • 对于无后台来源创建的表单：fforms:form-definition:create-no-origin-form

以下用户组默认拥有这些权限，可在 Foundry Forms 后端配置中覆盖：

  • fforms:form-definition:create-phonograph-form 授予 "fforms-admins" 和 "Platform Administrators" 组。
  • fforms:form-definition:create-fusion-form 授予所有用户。
  • fforms:form-definition:create-no-origin-form 授予所有用户。

创建新条目

默认情况下，用户只需拥有所填写表单的 Viewer 权限即可创建新条目。在可视化编辑器的设置面板中关闭 允许在没有读取或写入权限的情况下创建新对象，即可限制表单，只有对后台对象类型或电子表格拥有权限的用户才能填写表单。

详细信息

用户可能因以下原因无法创建新条目：

  • 表单可能没有已发布的可填写版本。
  • 如果表单中包含任何附件字段，则用户必须拥有向附件文件夹上传文件的权限。

默认情况下，fforms:form-definition:view 授予对表单拥有 compass:view 权限的用户。此设置可在 Foundry Forms 后端配置中覆盖。

编辑现有条目

与创建新条目类似，您需要拥有查看表单的权限。此外，您还需要拥有编辑后台来源（无论是对象类型还是电子表格）的权限。

详细信息

允许在没有读取或写入权限的情况下创建新对象 选项不影响编辑现有条目。目前没有与编辑条目等效的选项。不过，Foundry Forms 之前支持此功能，某些旧版表单可能仍允许在没有来源权限的情况下编辑条目，以保持向后兼容性。

与创建新条目一样，必须存在已发布的版本，并且您需要拥有向附件字段中引用的任何文件夹上传文件的权限。

保存对表单定义的更改

要编辑表单，您需要拥有表单的 Editor 权限。如果您想限制谁可以更改用户看到的表单版本，可以通过限制谁有权发布表单来实现。

详细信息

要编辑表单的未发布版本，您需要拥有表单的 fforms:form-definition:edit 权限。要编辑表单的已发布版本，您还需要拥有发布该表单版本所需的所有权限。

默认情况下，fforms:form-definition:edit 来自表单的 compass:edit 权限。此设置可在 Foundry Forms 后端配置中覆盖。

发布表单版本

要发布表单，您需要拥有表单的 Editor 权限。如果您想将发布权限限制为仅对表单拥有管理权限的用户，可以在后端配置中将 fforms:form-definition:manage 从 compass:edit 扩展移至 compass:manage 扩展。

详细信息

要发布表单版本，您需要拥有表单的 fforms:form-definition:manage 权限。此外，您还需要：

默认情况下，fforms:form-definition:manage 来自表单的 compass:edit 权限。这些选项可在 Foundry Forms 后端配置中更改，但对附件文件夹的要求不可更改。

创建表单新版本

要创建表单的新版本，您需要拥有表单的 Editor 权限。您还需要属于能够创建基于对象或基于电子表格表单的组，具体取决于您的使用场景。

详细信息

要创建表单的新版本，您需要拥有创建该来源类型表单的权限。您还需要 fforms:form-definition:create-new-version 权限和管理表单来源的权限。

fforms:form-definition:create-new-version 默认来自 compass:edit 权限，但可在后端配置中更改。

更改表单的响应目标

要更改表单的响应目标，您需要：

更改表单版本的名称

要更改表单版本的名称，您需要拥有表单的 Editor 权限。如果该版本是已发布版本，则您还需要拥有管理该版本及其来源的权限。

详细信息

要管理已发布的表单，您需要拥有其 fforms:form-definition:manage 权限，该权限默认来自 compass:edit。此设置可在后端配置中覆盖。

删除表单

要删除表单，您需要拥有表单的 Editor 权限。您还需要 fforms:form-definition:manage 权限，该权限默认来自 compass:edit。此设置可在后端配置中更改。

取消发布表单

要取消发布表单的已发布版本，您需要拥有表单的 Editor 权限。您还需要 fforms:form-definition:manage 权限，该权限默认来自 compass:edit。此设置可在后端配置中更改。

管理表单来源

此权限是多种操作所必需的。根据表单的后台数据类型，需要不同的权限：

  • fforms:form-definition:create-phonograph-form：表单基于对象类型
  • fforms:form-origin:manage：表单基于电子表格

fforms:form-definition:create-phonograph-form 授予 "Platform Administrators" 组的成员。fforms:form-origin:manage 授予对后台电子表格拥有 fusion:edit-document 权限的用户。这些设置可在 Foundry Forms 后端配置中更改。