Forms Assignment

From AgileApps Support Wiki

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.


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.