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Controlling a form used by different users with different permissions

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Posted on by MohammadShoorabi

I have created a custom form that can be accessed by different users with different access to different teams.

Now I want each team to see different fields and not be able to edit at different stages.

how can I do this?

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Community Member on at

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RE: Controlling a form used by different users with different permissions

Hi,

you can also use security level profile to enable any fields to some teams or users in the same form.

just be sure in the field property enable the "Field Security".
ShobhitBhatnagar 50 on at

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RE: Controlling a form used by different users with different permissions

That is great to know.

If you are happy with my solution, please mark the "Suggested Answer" as Yes :).
MohammadShoorabi 30 on at

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RE: Controlling a form used by different users with different permissions

Thank You Shobhit for your guidance

I create a BPF and managed the access users and teams on the form.

Solved my problem without writting customizations code
Suggested answer

ShobhitBhatnagar 50 on at

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RE: Controlling a form used by different users with different permissions

One way to do this without writing a lot of customizations/code could be as follows:

- Create a Business process flow with various stages - each stage to be designed to work upon by a specific team

- Arrange Form fields in each Tab based on stage - one stage could span multiple tabs if your business requirements govern that.

- Use JS to default the Tab on Form load based on the current Business process flow stage. In the same JS, you can hide all other Tabs so that the team working on a particular stage access just the fields/sections they wanted to. With hiding of just tabs done through JS, you can minimize on writing more custom code to iterate through each field across multiple tabs/sections.

Hope this helps!