Access level for Document Custom Forms. | Community
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TammyHa
Level 2
October 6, 2020
Question

Access level for Document Custom Forms.

  • October 6, 2020
  • 3 replies
  • 752 views

We have a custom form that my users need to attach to documents that are uploaded into the system. We have some users that can do it and others that can't.

I have given contribute rights to the project but they still can't seem to attach the form. What is the bare minimum rights to the task and or project that a user needs in order to attach and edit a custom form?

Thanks!

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    3 replies

    BrandonNW
    BrandonNW
    Level 6
    October 6, 2020

    It probably has something to do with the access level of the user. They would need to have edit rights to documents in order to update a document custom form. Let me know if that helps!

    T
    TammyHaAuthor
    Level 2
    October 7, 2020

    I thought of that and doubled check. They have Create, Edit and Delete access to documents... It's very strange and I am having a hard time figuring it out! 😏

    BrandonNW
    BrandonNW
    Level 6
    October 7, 2020

    booo. My next guess would be access to the form itself?? To answer your initial question, Contribute rights is all you need to attach a form on any object. If you log in as the user, can you attach the form? Is the form visible?

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