For organizations using Legacy Permissions, user access to Forms is determined by their permission sets within a program. Follow the steps listed below to learn how to add specific form permissions to a permission set.
Step 1: Select the program
In the Administrator view, expand the Access Control category on the navigation bar and select 'Sites & Programs'.
Click the + icon next to a Site to view its existing programs. Then, click the eye icon next to the program you want to add form permissions to.
Step 2: Edit the permission set
Scroll down the program's page to the Permission Sets section, then click the eye icon next to the permission set you want to add form permissions to.
Step 3: Add the permissions
Scroll down the page to the Permissions section, where the Forms tab will be open by default.
The first column lists every Tier 1 form in your site with their subsequent Tier 2 forms indented below them. The first row lists the different kinds of access you can grant users per form.
View Record: Users can see data that has been entered on any record of this form.
Search Record: Users can search for any record of this form.
Create Record: Users can create new records of this form.
Edit Record: Users can make changes to data entered on records of this form.
Archive Record: Users can archive or delete records of this form
Note: Standard users cannot be granted permission to archive Tier 1 forms.
Ignore Program Assignment: Indicates that the form is not program-specific. If checked, users in this permission set will have access to all records of this form regardless of program.
Apply User RLA: Users can only access records that have been created by or assigned to themselves.
Create/Edit Forms: Users have access to design features and may edit this form. This will only apply to users who also have the assigned role to edit forms.
Step 4: Save the permission set
After you've checked the desired boxes for each form, click 'Save Record' in the Record Options palette to confirm your changes.
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