Set Form Security in the Form Designer

For custom forms where you want to restrict access to their use, you can set permissions in the Form Designer. To set security permissions, follow these steps:

1. From the Setup menu, select Custom Forms > Edit and then select the module and the form.

   The form window opens.

2. In the toolbar, click the User Permissions button.

   The Permissions dialog box opens.

3. Click Add.

   The Add Permissions Identity dialog box appears.

4. Select a user or user group.

5. Click Apply.

   The selected user or group appears in the Group or user names list.

   If the form's owner (creator) doesn't already have permissions he is also are added. This set of permissions cannot be adjusted.

   Once you add a user or user group to the permissions list, all other users and groups (other than the form's owner) are restricted from using the form. If you want everyone except a specific user/group to be able to use and/or modify the form, you need to add all other groups to the permissions list and grant them the appropriate permissions.

6. Select the user/group you just added to the list.

7. Specify the appropriate permissions by selecting the Allow or Deny check boxes.

   • Use – the selected user/group can use the form to create, query, or edit records

   • Modify – the selected user/group can change elements of the form

   By default, Use and Modify permissions are marked as Allow for the user/group you added. You can disable these permissions.

8. Repeat these steps for all users and groups that you want to add permissions to

9. Click Apply.