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Table permissions in multistep form

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Posted on by TonjeWaasjo

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I have a multistep form with two steps. The first step workes fine, but when I click on to the next step I get the error "You don't have the appropriate permissions.". The only way I have gotten permissions to the next step, is if I set the tablepermissions for the table that is used in the second step to global for read. I don't want that, because the different accounts should not be able to see each others entries. I have now account rights, so that you have full rights to the table rows where the account is the one you are primary contact in.

How can I get to the second step without global read on the table?

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Fubar 8,338 Super User 2025 Season 2 on at

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Is your first Step an Insert or Edit?

Is your second Step an Insert or Edit?

Is your second Step for the same record as your First Step or is it a different Table?

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TonjeWaasjo 216 on at

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Hi @Fubar,

The first and second step is both Insert. It does not matter if the second step is for another table. I have set ut "Additional Functionality" with a relation to the first step.

I tried to put in a step in between from the same table as the first step, but I still get the same error....

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Inogic 1,135 Super User 2025 Season 2 on at

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Hi,
If the entity used in the second step is different from the first, then proper Table Permissions are mandatory.
Here are a few things to check:

Have you tried using Contact or Account-level permissions instead of Global?

If the second step includes lookup fields, make sure to give Append and Append To rights for those related tables.

Set table permissions specifically for the second table.

Use record-level access based on relationships, like when the user is the Primary Contact on the related account.

Make sure these permissions are assigned to the user’s web role.

This way, you maintain security without needing global access.

Hope this helps.

Thanks!

Inogic

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Ajlan 235 on at

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Hello ,

Quick question - can you share which tables you're using for Step 1 and Step 2 in the multistep form, and how they’re related? Also, what table permissions have you set up for each one ? Just trying to understand how it's all wired up. Thanks!

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