Custom Form Permissions

[chellg]

I have 2 custom forms in 1 project with 2 separate groups accessing each form. I need both groups to be able to see each form within the project but Group A to only be able to edit the fields Form A and Group B to edit the fields in Form B. The problem I'm running into is that anyone with contribute or manage access to the project can edit both forms. I've played around with the form permissions but the only why I can figure out how to restrict the access it to hide the forms from the respective group (i.e. hide form B from Group A) that have manage access to project that I don't want to edit the forms. Hopefully that makes sense.  I might be missing something simple or it might not be possible.... does anyone have any suggestions?

[monicacardoso · Accepted solution]

Hi @chellg, 

Thank you for your question! In Workfront, permissions are applied at the project level rather than at the custom form level, which creates a challenge when you want to restrict editing access to specific custom forms for different groups. 

The functionality provided in THIS video wouldn't work because the permissions configured within the form itself only control whether users can see the form/fields on objects or edit them in the form builder - not at the object level. Object-level permissions (view, contribute, manage) apply to all fields and forms associated with the project.

The only other thought that came to mind is using section break rules within a form. You could configure one section to require manage permissions to edit and assign manage access only to the appropriate group. However, this would still allow one group to edit all forms while the other group could only edit one, which does not fully meet your needs.

If maintaining separate permissions is critical, you might consider creating two separate projects. One for each group; and isolate the forms and their editing rights.

Finally, I would recommend submitting a feature idea on our Innovation Lab HERE. I believe this would be a valuable addition to Workfront's functionalities.

- Monica