BoostSolutions

1. Introduction

SharePoint Column Permission App gives administrators the capability to set columns hidden or read-only, restrict users from accessing or modifying columns in New/Edit/Display item forms or list views.

(Please note that Column Permission App is only available for SharePoint modern experience.)

In this tutorial, we will demonstrate how to setup permission parts.

2. Setup Permission Parts

To setup a Column Permission Part in a list, you must have Full Control permissions in the list or be a member of the SharePoint Online group who has Full Control permissions in the list.

a. Enter the list that you want to setup a Column Permission Part.

b. Click Column Permission in the top action bar. (Column Permission App is unavailable in SharePoint classic experience.)

c. In the BoostSolutions Column Permission dialog box, click Add a Permission Part.

d. In the Add a Permission Part dialog, specify a name for this part; in the Select a User section, specify the users or groups.

If you specify a group, all members of the group will be affected by the column permission settings. Currently, only SharePoint group is supported.

e. In the Condition section, you can set conditions to decide when the columns should be hidden or read-only.

f. In the Set Column Permissions section, select the columns and set as hidden or read-only for each item form.

If you select columns for New Item Form, columns can be set as hidden when you create a new item.

If you select columns for Edit Item Form, columns will be hidden or read-only when you edit items.

If you select columns for View Item Form, columns will be hidden when you view an item, or invisible in the list views.

g. Click the Save button to save the settings.

h. Repeat step d to g, add another permission part as following.

i. Click to quit settings page.

If you setup multiple permission parts, the user who is specified in those permission parts will be affected by all column permission settings.

j. Login as the specified user and access the list, the content of hidden columns will be invisible for he/she as following.

k. Select an item and click Edit, the user cannot view the hidden columns, or edit the read-only column as following (based on the conditions).

3. Advanced Settings

Even Column Permission App enables you to set columns hidden or read-only in list, but sometimes, users may access or modify these columns in other way, such as in grid view, or export the contents to an Excel or CSV file.

The Advanced Settings allows you to disable these features, to prevent users to access the hidden or read-only columns.

In Advanced Settings, you can decide if the user can access the following features:

Disable “Edit in grid view”: If you select this option, the “Edit in grid view” feature will be disabled on list action bar as following.

Disable “Export to Excel or CSV”: Select this option, the “Export to Excel” and “Export to CSV” feature will be disabled on action bar.

Disable “Filter by” on column header or Filter pane: Select this option, the “Filter by” and “Filter pane” feature will be disabled in the list.

Disable Gallery view: Select this option, the “Gallery” view will be disabled in the list.

Disable “Format current view”: Select this option, the “Format current view” feature will be disabled in the list.

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