Business Unit Specific Custom Forms

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Hi all,

I am having trouble finding information if a specific customization is available and I was hoping someone would be able to tell me if these customizations are possible along with pointing me in the right direction for information.

Essentially I am looking to have custom forms for specific business units with fields that pertain only to that particular business unit. As an example, a sales person within a Business Development business unit would see a prospect specific Account form with fields that pertain to customers and only those records and forms. Another business unit such as marketing would see an Account form that is specific to their business unit and so on. The information to each respective business unit would then be in a silo as well.

Is this a possibility? I am having trouble even finding information or literature on if this is possible but I'd have to imagine that it is. Any help would be very much appreciated.

Thanks!

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Sean Michel 340 on at

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RE: Business Unit Specific Custom Forms

Hi Brandon,

Are you system administrator? What version of CRM are you in? If in 2013/2015 you should see the following when you press "Enable Security Roles":

Make sure to select "Display only to these selected roles", then you can choose the role you want to use. If you are not system administrator, you'll need to ask your System Administrator to help out.

I just performed this in my dev environment, and was not blocked by any oob restrictions.

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RE: Business Unit Specific Custom Forms

Hi Sean,

Thank you so much for your response! I really appreciate it.

I've created the multiple security roles per your recommendation. I then navigated to Business Units under Entities. I selected the Information row (the only one shown) and selected "Enable for Security Roles" which opened the Assign Security Roles form that displayed the different security roles I created. I attempted to select "Form A Access Role" out of the available options however the ability to select "OK" is greyed out and unable to be selected.

If you have any insight into what the issue might be, I would be very appreciative!

Thank you!

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Sean Michel 340 on at

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RE: Business Unit Specific Custom Forms

Hey Brandon!

You should be able to achieve this, yes.

Say you want to create two forms, Form A and Form B. Then let's say you want Form A to show to BU 1 members and Form B to BU 2 members.

Assuming BU 1 and BU 2 exist under a ROOT business unit, you can then go to Settings > Security > Security Roles, select the Root BU.

Then, create a security role called Form A Access Role and a role called Form B Access Role.

Next, you can navigate to your entity in Customize the System, and click Form A. Then press "Enable for Security Roles". Show it only to "Form A Access Role", then do the same for Form B, but for the Form B Access Role.

Finally, you can assign the BU 1 team the "Form A Access Role" and the BU 2 Team the "Form B Access Role". When a User is assigned into BU 1 or BU 2, they will be automatically added to the BU 1 or BU 2 team, and granted access to the appropriate form as such!

Let me know if you have any questions, or if I misunderstood your requirement at all.

Thanks!

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