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September 13, 2024
Question

Edit Custom Form Template

  • September 13, 2024
  • 1 reply
  • 431 views

I am getting an error when trying to apply edits to a custom form template.  It states that I don't have the right permissions.  What type of access level or license do you need to edit templates?

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1 reply

RandyRoberts
Community Advisor
Community Advisor
September 16, 2024

You need a Planner level license. The setting is in Setup>Access Levels:

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