Overview
Zoho Creator supports three levels of sharing your application with users. You can share the entire application (i.e) all forms/views in the application, or
share a page (i.e) all the forms and views configured in a specific page/tab or only specific forms and views in the application.
Application level sharing
Sharing an entire application enables the shared users to access all the
forms and views in the application. To configure application level sharing:
- Select the name of the application displayed on the left-side. For example,
selecting the application name EmployeeDetails in the given screen-shot,
will enable access to the shared users for all the Forms and Views in the
application.
- Click on Share to users. This will display the Share dialog
where you can enter new e-mail ids or share your application with existing user
e-mail ids by selecting Add From Contacts link.
- Add the required e-mail id and click Share to add a user at the
selected level.
The screen-shot given below displays the users shared at the
application level. Selecting the link displayed near each user, displays the
names of all the forms and view shared to the user. You can delete a shared user
from this list or re-send invitation by selecting the respective icons placed
before the e-mail id
Page level
sharing
You can organize your forms and views in separate sections and configure page
level sharing. Refer the topic App Builder -> FAQ ->
Customize to customize the layout of your application. To configure page
level sharing,
- Select the respective section/page in your application. For example, to
share only the forms in "Employee Management", select the section Forms.
This will display existing users, if any, who are shared at the application
level.
- Click on Share to users. This will display the Share dialog
where you can enter new e-mail ids or share your application with existing user
e-mail ids by selecting Add From Contacts link.
- Add the required e-mail id and click Share to add a user at the
selected level.
In the screen-shot given below, a new user is added at the Forms level to
access only the forms (Employee Form and Department Form) listed under the page
named Forms.
4
Form/View
level sharing
Sharing specific forms/views enables the shared users to access only the
specific Form/View. To configure form/view level sharing,
- Select the Form/View to be shared, from the left-side tree. For example,
selecting the view Department view in the "Views" section, will enable
access to the shared users to only the Department view.
- Click on Share to users. This will display the Share dialog
where you can enter new e-mail ids or share your application with existing user
e-mail ids by selecting Add From Contacts link.
- Add the required e-mail id and click Share to add a user at the
selected level.
The screen-shot given below lists a new user who is shared to access only the
"Department view". Selecting the link displayed near each user, displays the
names of all the forms and view shared to the user. To cancel sharing or re-send
invitation to users, select the respective icon placed before each e-mail id.
