Specific Roles to Access Only Specific Custom Form

Written by
Marsha Andres
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

  1. Navigate toSetup>User/Roles>Manage Roles
  2. ClickEdit/Customizebeside the role
  3. ClicktheFormssubtab
  4. 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
  5. Click onSave