User Manual

10.03.2024

MANUAL

Manage Table: Control by Status

The Japanese version of the manual is the latest.
Please also check.
## Overview By using the "[Control by Status](/en/manual/advanced-operations-process)" function, you can set read-only for each record according to the status, and set "[Input Required](/en/manual/table-management-required)", "[Read Only](/en/manual/table-management-readonly)", or "[Hidden](/en/manual/table-management-hide)" for each column. You can also set "「Condition」" and "[Access Control](/en/manual/site-access-control)" that enable "[Control by Status](/en/manual/advanced-operations-process)". ## Supported Versions Pleasanter 1.3.12.0 and later #### Supports * (all statuses) Specification In Status Column Pleasanter 1.3.13.0 and later ## Notes 1. The "[Hidden](/en/manual/table-management-hide)" setting of the "[Control by Status](/en/manual/advanced-operations-process)" function hides the display in the UI, but the target column exists in HTML. If you want to hide the column from HTML as well, use "「Column Access Control」". ## Setting Procedure ![image](https://pleasanter.org/binaries/974a3ae98508484282ed5bbe1a4e1cbb) With the table in question open, click "Manage" - "[Manage Table](/en/manual/table-management)" from the navigation menu. *This is not displayed to users who do not have administrative permissions for the site. ![image](https://pleasanter.org/binaries/273ce0eaf8ea42dfac3ae88e8c754d76) Click the "[Control by Status](/en/manual/advanced-operations-process)" tab from Manage Table to open it. ## Settings Click the New button and set "[Control by Status](/en/manual/advanced-operations-process)". ### Common Settings - General Tab ![image](https://pleasanter.org/binaries/94a55ebeb4174e45b7626e9368ef264b) #### Common Settings |Column Name|Description| |:---|:---| |Name|Set an arbitrary name. | |Status|Set the status to be subject to "[Control by Status](/en/manual/advanced-operations-process)". *1| |Description|Set an arbitrary description. | *1 The "[Control by Status](/en/manual/advanced-operations-process)" setting will be enabled depending on the status. Also, specifying * will enable it for all statuses. #### Record Control Check to make the record read-only. #### Column Control Set each column as "[Input Required](/en/manual/table-management-required)", "[Read Only](/en/manual/table-management-readonly)" or "[Hidden](/en/manual/table-management-hide)". |Button|Description| |:---|:---| |None|Resets the "[Input Required](/en/manual/table-management-required)", "[Read Only](/en/manual/table-management-readonly)" or "[Hidden](/en/manual/table-management-hide)" setting for the target column. | |Required|If the status set in "[Status](/en/manual/table-management-status)" is met, the target column will be "[Input Required](/en/manual/table-management-required)". | |Read-only|If the status set in "[Status](/en/manual/table-management-status)" is met, the target column will be "[Read Only](/en/manual/table-management-readonly)". | |Hidden|If the status set in "[Status](/en/manual/table-management-status)" is met, the target column will be "[Hidden](/en/manual/table-management-hide)". | ### Condition Tab Set the conditions to enable "[Control by Status](/en/manual/advanced-operations-process)". ![image](https://pleasanter.org/binaries/a2d97353f9b54ec9ab4ac7dadecc324a) Select the target column from the column pull-down menu, add it and set the condition. ### Access Control Tab Set the "[Department](/en/manual/dept)", "[Group](/en/manual/group)", and "[User](/en/manual/table-management-choices-text-users)" for which you want to enable "[Control by Status](/en/manual/advanced-operations-process)". ![image](https://pleasanter.org/binaries/4e23141c23a7419099bd41febdd74406) Select and add the target users/departments/groups from Option list. ## Configuration Example For examples of using "[Control by Status](/en/manual/advanced-operations-process)", please refer to the following FAQ. [FAQ: Using control by status to change the status of column, such as hiding them or making them read-only](/manual/faq-status-control-workflow) ## Related Information <div id="ManualList"><ul><li><a href="/en/manual/site-access-control">Site Function: Access Control</a><span>01.30.2025 up</span></li></ul></article> <ul><li><a href="/en/manual/table-management">Manage Table</a><span>10.02.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/table-management-status">Manage Table: Column: Status</a><span>10.02.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/table-management-required">Table Management: Editor: Item Detail Settings: Input Required</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-management-readonly">Table Management: Editor: Item Detail Settings: Read-only</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-management-choices-text-depts">Table Management: Editor: Item Detail Settings: Option List: Departments</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-management-choices-text-users">Table Management: Editor: Item Detail Settings: Option List: User</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-management-hide">Table Management: Editor: Item Detail Settings: Hidden</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/dept">Department Management Function</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/group">Group Management Function</a><span>10.08.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/advanced-operations-process">Advanced Operation: Process and Control by Status</a><span>10.01.2024 up</span></li></ul></article></div><input id="SearchTextHidden" type="hidden" value="" />
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