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Use this tutorial for guidance on updating access permissions for viewing/editing fields across various statuses within the workflow.

Example.

In the 'New' status, both Peter and Rickard can view and edit. However, in the 'Waiting for Approval' status, only Rickard can edit, while both Peter and Rickard can view the information.

We will secure the field Salary which will be a Encrypted Text Field.

To do this we will create two more protected fields, PF Viewers and PF Editors to control who can view / edit the field, both of type Encrypted User Picker.

Now when we have the three fields, edit the Salary and set the View permission to PF Viewers and the Edit settings to PF Editors in the User Picker permission.

The above show the config for the Salary field.

Now configure the PF Viewers and PF Editors to only include Automation for Jira as user

Show an example how the PF Viewers is configured to have the Automation for Jira as user.

Add API

  1. Navigate to Manage Apps

  2. Click on Protected Fields

  3. Click on API tab

  4. Create an API token

Logic in automation

Now we want to create an automation that sets Peter to the PF Viewer and PF Editors on Create

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