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:
- Open the data-entry form whose Permissions are desired to be impacted. In this example, the Contacts form is used. Click the Options Menu.
Image Added - Click on Permission Builders in the menu.
Image Added - This hides/shows the Permission Builder lock icons. Click one of the lock icons.
Image Added - 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.
Image Added - To set permissions on the entire form, clear the Element field before saving.
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| How do I set a form to read only |
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| How do I set a form to read only |
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