A record permissions field inherits record permissions from related levels or applications and displays as a read-only field to your users. The value of the field is automatically populated by 1 or more record permissions fields that you define. When you select this option, you must select at least 1 Record Permissions field in a related application or data level from which to inherit permissions.
On this page
Considerations when configuring the Inherited Permissions model
If you have existing records in the application that you are managing, a process is triggered to set permissions for those records. If you delete a parent-level record with child-level records that inherit permissions from that parent, the permissions in the child-level records are deleted.
After you select the Inherited Permissions model for a record permissions field, you cannot change the permission method.
Important: You must enter full screen on the Record window to set some of these features. Click 
to enter full screen. Click 
to exit full screen.
Inheriting permission rules
Inherited permissions method allows your users to set permissions in 1 record and have those permissions automatically apply to related records.
- All references: Inherits record permissions from all related records. If you set the permissions in a record, those permissions automatically apply to all related records.
- Selected references: Inherits record permissions from selected related records. If you set the permissions in a record, those permissions automatically apply to the specified related records.
Recalculation conditions for inherited record permission field values
- A record permissions field configuration is changed, and that field is referenced by the inherited record permissions field.
- A record permissions field is deleted, and that record permissions field is referenced by the inherited record permissions field.
- A record permissions field is changed to restricted or unrestricted, and the permissions are edited in the Field Population section.
The recalculation occurs only if the available users or groups are changed for a manual selection record permissions field or if the rules are changed for an automatic selection record permissions field.
Define rules for inheriting permissions from a related record
- From your application, go to Designer tab > Layout tab > Objects panel > Your Field > Properties panel.
- In the Permission Model field, select Inherited.
- Select 1 of the following:
- Click All references to inherit permissions from all related records.
- Click Selected references to inherit permissions from selected related records.
- In the Field Population section, select 1 or more Record Permissions fields to display from the Inherited Fields list.
- Click
to save your changes.
Configuring inherited permissions through internal references
Internal references are when an application has a cross-reference to itself and provide the ability to maintain parent/child relationships inside of an application. These references allow an inherited record permissions field to source its permissions through an internal cross-reference. Multilevel applications do not support internal references.
Important: Archer recommends that record permissions are inherited in a single direction using either cross-references or related records. Otherwise, an inheritance loop may be created and records inherit from 1 another indefinitely.
The following image represents the inherited record permission of an internal reference. If a change is made to the Child field within the Company parent application, all related child applications are updated.
The following image represents the inherited record permission of an internal reference using reversed logic. If any change is made to the Parent field within any Subsidiary child application, only that specific Subsidiary child application and the Company parent application are updated. The remaining child applications are unchanged.
Create a self-inherited record permission field
- In the Permission Model field, select Inherited.
- Click Selected references to inherit permissions from selected related records.
- In the Field Population section, select 1 or more Record Permissions fields from the self-referenced application to display from the Inherited Fields list.
Note: A Self Inheritance label appears within the Selected list to indicate the Record Permissions field is self inherited.
- Click to save your changes.
See Example: Inherited permissions through internal references in the "Record Permissions Field" topic for a sample scenario.
