Permission Builders

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. 
   
   

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   Example of Options Menu Location

2. Click on Permission Builders in the menu.
   
   

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   Options Menu Options

3. This hides/shows the Permission Builder lock icons. Click one of the lock icons.
   
   

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   Example of Permission Builders

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.
   
   

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   Add New Form Element Permissions form example

5. To set permissions on the entire form, clear the Element field before saving.
   
   

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   Add New Form Element Permissions form example