Scenario
A user would like to know how they can assign a specific custom form to a specific role
Solution
- Navigate to Setup > User/Roles > Manage Roles
- Click Edit/Customize beside the role
- Click the Forms subtab
-
Enabled checkbox:
- Ensure to enter the Checkmark on the specific forms you want them to use
- Remove the Checkmark from the forms that you want to hide from the role
- Click on Save