Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: This page was merged and replaced by version FAQ.

Table of Contents
outlinetrue
stylenone

Permission Builders

Permission Builders allow the user to enter Form/Element Permissions without knowing the internal name of each form and element. Refer to the Best Practices for Permissions Sets for more examples.

To use the Permission Builder:

  1. Open the data-entry form whose Permissions are desired to be impacted. In this example, the Contacts form is used. Click the Options Menu. 
    Example of Options Menu LocationImage Added
  2. Click on Permission Builders in the menu.
    Options Menu OptionsImage Added
  3. This hides/shows the Permission Builder lock icons. Click one of the lock icons.
    Example of Permission BuildersImage Added
  4. This opens an Add New Form/Element Permissions data-entry form with the values filled in for that form and element. Select the Permission Set to modify, and click Save.
    Add New Form Element Permissions form exampleImage Added
  5. To set permissions on the entire form, clear the Element field before saving.
    Add New Form Element Permissions form exampleImage Added

Include Page
How do I set a form to read only
How do I set a form to read only