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J_Mas
Level 5
May 31, 2023
Solved

Edit access to one custom form in project details

  • May 31, 2023
  • 1 reply
  • 1177 views

For a specific worker role, I'm trying to give edit (contribute?) access to a single custom form within the project details. Is there a way to do this? So far it seems like I can either give that role edit access to all of the custom forms in the project details or none of the custom forms.

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Best answer by RandyRoberts

Thanks for the help, I appreciate it.

I've tried giving the specific role contribute access to the project. Within the Advanced contribute settings I only turn on "Edit Custom Form", "Log Hours", and "Share". This DOES give the role the ability to edit the custom form, however it appears they can edit ALL custom forms on the project, and not just the single form that I'd like to make available to them.

 

Is it perhaps not that I need to enable access on the one custom form, but disable access on all the other forms?


Yea, I think in general, when you give contribute access to a project, they can edit all forms. I don't know if you can limit it on a per form basis or not. I've never tried to do it this way because I limit access to edit via form sections and not an entire form.

The way I would do it is to create a section on the standard project form that only certain roles, teams, etc. can edit but everyone can read it. I don't know your overall goal with custom data on a project but this approach has served me well for years. I only have one project form; with sections that are triggered by display rules and limited permissions to edit and/or view. The fewer forms, the better.

1 reply

RandyRoberts
Community Advisor
Community Advisor
May 31, 2023

If I'm understanding your question, you can share forms (categories) just like anything else. 

 

Also, you can grant and limit access to sections of forms.

J_Mas
J_MasAuthor
Level 5
May 31, 2023

Thanks @randyroberts , I do have manage access to the form turned on within the form sharing settings, however it seems that the Worker Access may be overwriting the form sharing access?

RandyRoberts
Community Advisor
Community Advisor
May 31, 2023

That would be correct. Access levels supersede all other permissions. Usually, the most restrictive permissions trump everything else, this is true in most systems like Active Directory and Unix as well.