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Assigning Custom Forms to Security Roles

In other articles we have talked about creating custom forms for your entities and creating security roles for different staff and/or departments. In this article we will address how to assign specific forms to one or more security roles. This can be useful if you have an accounting department who may be interested in different information from the marketing department. So you can create a custom form for each group and use permissions so that they don't have to view forms they won't use. You can also use this if some members of the team should have access to more secure information that is not available to all staff members.

In your Unmanaged Solution or Customizations select the Forms option under your desired entity.

In your Unmanaged Solution or Customizations select the Forms option under your desired entity.

Select the form you want to assign and click Enable Security Roles

Select the form you want to assign and click Enable Security Roles

Select which roles the form should be accessible to and click OK

Select which roles the form should be accessible to and click OK

*Note that it is a good idea to have a version of the form that is accessible to everyone and that can be the fallback form.

Test with users who have the security role assigned to the form and without to confirm it displays as expected

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