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Thanks Narayan! I was able to adjust it per your first recommendation to only give managers/pms visibility to the form. My steps and watch outs for those interested in doing the same: My home group (as the user that created the form) was getting added to the custom form by default. No matter if the form was public, private, or if I removed the group - it was always added. There may be a system setting to modify this, but as quick fix I simply changed my home group as I didn't want those users seeing the form. Edit: Found this in the WF help documentation.
<blockquote> By default, the custom form is shared with the user who created the form, and the Home Group of the user who created the form. At least one group must have access to the form. If you remove the Home Group of the creator of the form, and no other groups are given access to the form, the Home Group of the creator of the form is re-added when you save the form. </blockquote>
I then shared the custom form with the PMs that would be converting these requests. I initially tested the process while the custom form fields were still hidden by a Admin Only section header. Although the form was shared with the PMs the data could not be transferred to the project form when converted. As a final step I adjusted the visibility of the issue custom form so that all PMs would have full visibility to it. This resolved the previous issue and everything seems to be flowing as expected now. Stephen Schmidt The Home Depot Creative Services
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