Permissions
Excel View uses Frappe's standard DocType permission system — no additional permission configuration is required.
How Permissions Map to Grid Actions
| Frappe Permission | Grid Behavior |
|---|---|
| Read | Can open the grid and view data (read-only mode) |
| Write | Can edit cells and save changes |
| Create | Can add new rows (+ Add Row button enabled) |
| Delete | Can delete rows via right-click → Delete |
| Submit | Can submit documents (if Workflow Actions feature enabled) |
| Cancel | Can cancel submitted documents |
If a user has only Read permission, all cells in the grid are non-editable. The Save button is hidden.
Field-Level Permissions
Frappe supports field-level read/write permissions (via DocType field settings or User Permissions). Excel View respects these:
- Fields marked
read_only: 1in the DocType → non-editable in grid - Fields hidden by Frappe's
permrules → not loaded and not shown in column picker
User Permissions (Record-Level)
Frappe's User Permissions (e.g., "User X can only see records for Company Y") are applied server-side. Excel View sends the user's session cookie with every API call, so Frappe automatically filters records based on User Permissions.
Permission Errors
If you try to save a record that your permissions don't allow (e.g., someone else changed permissions while you were editing), Frappe returns a PermissionError. Excel View displays this as a red error badge on the failed row with the message "Insufficient permission".
No Extra Roles Needed
Excel View does not ship any custom roles or permission documents. It operates entirely within Frappe's existing permission model.