2022.01.25 update-upgrade of industry address book data permissions

1. Noun explanation-industry address book

Industry address book is an organizational structure with industry attributes that is relative to the internal address book of an organization.

For example, the home-school address book of the education industry consists of students, parents of students, head teachers, subject teacher, grade directors, school leaders, and campus leaders, among which the head teachers, subject teacher, the grade director, the head of the school section and the head of the school district are in the internal address book of the school at the same time.

In the home school address book, the internal address book and the home school address book are established by associating with the head teacher, subject teacher, grade director, head of the school section, and head of the campus.

Figure 1: the left figure shows the internal address book and the right figure shows the home-school address book.

Similarly, the "resident address book" of communities/villages and other organizations nailed by the county is also an industry address book;

2. Overview of this upgrade capability

This issue mainly upgrades the data permission configuration capability of YIDA. Previously, only internal address book permissions are supported, and data permissions related to industry address book are extended.

1. "The head teacher checked the form data of the students in this class;
2. "Parents view their children's form data";
3. You can view all data of industry contacts;
4. Submit the scenario on behalf of, set the data owner

The following two business scenarios of education describe the upgrade capability in this period:

3. Business scenario: internal staff fill in student data, head teacher/parent Data View

3.1 Business case description

3.2 permission configuration

3.2.1 form submission permission settings

The form submission permission configuration is divided into two categories according to the address book type of the viewer (1) internal address book member submission permission group (2) home school address book member submission;

In the above business scenario, only internal members are required to submit the form, and all the internal address book members are required to submit the form.

3.2.2 data owner settings

The data permission configuration of YIDA was originally based on the submitter to identify the data range, such as submitted by himself, submitted by the department, submitted by the subordinate department, etc, however, in the above business scenario, student data submitted by internal address book Members belongs to students, so the data owner is set here. (If no data owner is set, the data owner is the submitter by default);

3.2.3 data permission configuration

Here, the platform divides form data into two categories according to the address book of the data owner:(1) data of internal address book members (2) data of industry address book Members, set the view permissions for different data in turn;

On the table layer: Page Settings> permission settings> view status page, view permission configuration for the organization's home and school address book data:

1. Set the permission member who can view all data of the members of the home-school address book of the form.
2. Enable the permission group of "class teacher can view class data"
3. Enable the permission group for parents to view their children's data

3.3 implementation effect

The range of form data that users see on the data management page and report is controlled by the above configuration;

• The health teacher "Yunxiao" who is responsible for the data entry of student quality report card can see the data of 4 students;
• The head teacher "Zhao Xin" can see the data of three students in this class;
• The head teacher can see the data of one student in this class and the data of his child's "Joy;
• Students' parents "duoduo" can see the data of their two children "Lu Qiu" and "Yin Feng;
• Student yu long's mother, you can see the data of his child "yu long"

4. Business Scenario: Parents of students fill in student data, head teacher/parents/internal business owner Data View

4.1 Business case description

4.2 permission configuration

4.2.1 form submission permission settings

Members of the home-school address book can be submitted;

4.2.2 data permission configuration

On the single-layer table: Page Settings> permission settings> view status page, set the permission to view the home-school address book data:

4.3 implementation effect

The range of form data that users see on the data management page and report is controlled by the above configuration;

5. Others

5.1 view permissions on reports/custom pages/generated data management pages

Reports/custom pages/generated data management pages. Who can view the permission configuration of these pages is divided into two categories according to the address book to which the person belongs:(1) internal address book members view permission (2) home and school Address Book members view permission;

You can configure which members of the two types of contacts can view the page according to business requirements;