Column Level Security Web Part User Manual

Column Level Security Web Part User Manual

Column Level Security 

Restrict private list columns to certain users or assign read-only privileges 

User Manual 

Configuring the Column Level Security Web Part 

After installing the Column Level Security product to your app catalog, you will see two new web parts available for you to add to a page. Using these you can immediately begin applying the product to any of your existing lists and new lists created in the future.  

To begin, add these two webparts to any page:  

Column Level Security Fields and Column Level Security Settings 

Column Level Security Settings: 

This webpart allows you to indicate if you would like to be able to utilize the Column Level Security product on only classic lists, only modern lists, both classic and modern lists, or neither types of list. 

Column Level Security Fields: 

This webpart is what you will use to create and/or modify column level security protected columns in your existing lists.  

• List Name: Select a list from your preexisting lists to add Column Level Security columns to or modify existing ones 
• New Column: This tab allows you to create a new Column Level Security column in the list you’ve selected in the previous step 

• • Column Name: Name your new column 
  • Column Type: Assign a data type to your new column 
  • Column Description: Add a description to your column 
  • Require that this column contains information: As it says 
  • Copy old data from: Create the new column and populate it with data that exists in a column that is already in your list using this dropdown, this way you do not have to manually move data over to your new protected column type 
  • Read Access: Indicate who is allowed to have read only access to the data in this new column 
  • Edit Access: Indicate who is allowed to have read and edit access to the data in this new column 
  • Reset: Clear the data you’ve entered 
  • Save: Save the data you’ve entered 

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• Modify Column: This tab allows you to modify existing Column Level Security columns in the list you’ve selected in the previous step 

• • Column Type: Select which data type column you are searching for in your list to modify, this populates the choices in the next field 
  • Column Name: Select the name of the column you would like to modify 
  • Column Description: Modify any existing column description if desired 
  • Require that this column contains information: As it says 
  • Copy old data from: Create the new column and populate it with data that exists in a column that is already in your list using this dropdown, this way you do not have to manually move data over to your new protected column type 
  • Read Access: Indicate who is allowed to have read only access to the data in this new column 
  • Edit Access: Indicate who is allowed to have read and edit access to the data in this new column 
  • Reset: Clear the data you’ve entered 
  • Save: Save the data you’ve entered