Specific Roles to Access Only Specific Custom Form
Published on
September 17, 2023 at 10:39:42 PM PDT September 17, 2023 at 10:39:42 PM PDTth, September 17, 2023 at 10:39:42 PM PDT
Scenario
A user would like to know how they can assign a specific custom form to a specific role
Solution
- Navigate toSetup>User/Roles>Manage Roles
- ClickEdit/Customizebeside the role
- ClicktheFormssubtab
- Enabledcheckbox:
- Ensure to enter theCheckmarkon the specific forms you want them to use
- Remove theCheckmarkfrom the forms that you want to hide from the role
- Click onSave