Users with access to the Form Designer can manage any Role’s permissions for an individual Form from within the form itself. These are the same Form permissions available in the Role Details page where you can manage access to all Forms across your site, just for the specific Form you’re working in.
Follow the steps listed below to learn how to manage Form Permissions.
Step 1: Select a Form
In the Administrator view, expand the Form Designer category on the navigation bar and select the published Form you’d like to Edit.
Step 2: Edit the Form’s permissions
Click Form Permissions in the Form Actions palette on the right-hand side of the page.
A pop-up will display all available permissions you can grant each Role. You can use the search bar to filter the results by Role name.
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 3: Save the Form
Click Save at the bottom-right of the pop-up window, then click ‘Save Form’ in the Form Actions palette to confirm your changes.
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