I have searched documentation and the community for this answer and I feel like I'm almost there. Here's what I have:
We have a request queue with a custom form that asks requestors to propose a price for the listing they want. When the request comes in, someone looks at the proposed price (among other details) and generates an actual price. We want to document that actual price with the request. Can I do this in a custom section that is:
It looks like the answer might be yes. If so, I'm missing something in my setup and could use your help.
My setup
At the end of my custom form, I added a custom section. In the Grant access settings of that custom section, I set:
My Form sharing looks like this:
There are two things going on here you should know about:
Solved! Go to Solution.
Topics help categorize Community content and increase your ability to discover relevant content.
Views
Replies
Total Likes
Hi Lyndsy,
The screen shot you've shared shows the overall form sharing permissions (i.e., who has access to attach it to objects / who has access to edit the form settings), not permissions for a certain section of the form.
What you need to do is add a Section Break field to your form that has all of the fields you want to restrict access to beneath it. You can then set what permissions are required to the object that the form is attached to in order for users to edit these fields.
Notice in my example below, I have a section break called "Admin Only". When i click on this field I am able to configure what access is needed in the left hand panel for users to be able to see and edit the fields beneath it.
You can read more on section breaks here
Hope this helps.
Best Regards,
Rich.
Hi Lyndsy,
The screen shot you've shared shows the overall form sharing permissions (i.e., who has access to attach it to objects / who has access to edit the form settings), not permissions for a certain section of the form.
What you need to do is add a Section Break field to your form that has all of the fields you want to restrict access to beneath it. You can then set what permissions are required to the object that the form is attached to in order for users to edit these fields.
Notice in my example below, I have a section break called "Admin Only". When i click on this field I am able to configure what access is needed in the left hand panel for users to be able to see and edit the fields beneath it.
You can read more on section breaks here
Hope this helps.
Best Regards,
Rich.
Thank you, @Richard_Le_. With your tips and a little more work to guess and check my settings, I think I finally have what I need:
These settings above:
Ultimately I was missing the step of configuring the queue project Access settings. The documentation was a little vague to me, but your wording and the visuals helped make it click for me.
Views
Replies
Total Likes