Group Settings
Chobiit users can be grouped.
This is a feature related to record access permissions. Note that Chobiit notifications can only be sent to the Chobiit user that created a record.
1. In the “Group Settings” tab of the Chobiit plug-in settings, click the “+ New” button. Enter a name for the group and select the Chobiit users to associate with the group.
2. In the form settings of the app to use the Group feature with, add a Text Area field to the form to handle the group.
3. In the App Settings of the Chobiit plug-in settings, enable the “Show only user’s group’s records” setting. Select the Text Area field added in the previous step.
4. To specify which records should be displayed to each group, add the group names separated by a comma (,) to the Text Area field.
When adding records from Chobiit, the group name is automatically added to the Text Area field.
