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Access level for Document Custom Forms.


Level 2

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?


3 Replies


Level 7

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!


Level 2

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! 😏


Level 7

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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