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Configuring permissions for field values on mail forms

Improve the accuracy of mail replies on your projects by specifying the field values users can select.

You can specify which field values different users will have permission to select when sending mail. You can also configure the system to display a specific set of field options for each mail type when using the same field across multiple mail types.

  1. From the navigation menu click Setup and select Project Settings.
  2. Click Mail and select Mail Types.
  3. Find the mail type you want to add or edit and click Edit Mail Form.
  1. Click a selectlist's field name to see its list of values. You will also see which role each value is available to.
  1. Click on the pencil icon to specify who will have access to each of the select list options. There are three ways of configuring the value:
  • Available to all – select All Users.
  • Available to no one – choose None.
  • Available to selected roles – choose Selected, and choose the roles you want the value to be available for.

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