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. 
   
   

   Open

   

   Example of Options Menu Location

2. Click on Permission Builders in the menu.
   
   

   Open

   

   Options Menu Options

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

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.
   
   

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