Difference between revisions of "Forms Assignment"

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{{#ifeq: {{SKIN}} | HD |
'''[[File:GearIcon.png]] > Customization > Objects > {object} > Forms > [Forms Assignment]'''
'''Designer > Solution Properties > {case type} > Forms Assignment'''


For each [[Role]] in the current Solution, specify the [[Form]] that will be used to access Case data.
:* For each [[Role]] defined in the application, select the Form used to access this object's data.
 
:* Make one selection for online access and one for mobile access.
| <!-- Platform Skin -->
{{Note|The '''[Forms Assignment]''' button appears only when the [[Object Properties#Forms Assignment|Object Properties]] specify "Role Based Permissions" for '''Access Control'''. This is the default setting for new objects, but it may not be the setting for legacy objects.)}}
'''Designer > Objects > {object} > Forms > [Forms Assignment]'''
:*The form assignment is applicable only for the normal forms. For a subform, the form that you select in the '''Form for New Records''' field, overwrites the selections made in the Forms Assignment page.
 
For each [[Role]], specify the [[Form]] that will be used to access data for this object.
}}
...common stuff...

Latest revision as of 13:24, 12 March 2018

GearIcon.png > Customization > Objects > {object} > Forms > [Forms Assignment]

  • For each Role defined in the application, select the Form used to access this object's data.
  • Make one selection for online access and one for mobile access.

Notepad.png

Note: The [Forms Assignment] button appears only when the Object Properties specify "Role Based Permissions" for Access Control. This is the default setting for new objects, but it may not be the setting for legacy objects.)

  • The form assignment is applicable only for the normal forms. For a subform, the form that you select in the Form for New Records field, overwrites the selections made in the Forms Assignment page.