"Forms Manager" provides team members the ability to control the access of specific forms for individual message recipients. Forms can be set as Public or Private at the settings level.
Forms with Public settings can be viewed by all users irrespective of being on the Form Distribution List while Forms with Private settings can be viewed only by users who are on the Form Distribution List.
You can set the form as public / private at the settings as follows:
Any change to the settings will not have a retrospective
effect.
At the Role level definition, in addition to checkboxes of Create and Control, two additional checkboxes of No Access and View All Private Forms are available.
No Access
– Marking this checkbox as ON restricts the access of the specific Form
Type to all users of the Role. Such users will not have any access to
the Form Type and the same shall not be displayed
in the Forms dropdown list. Also actions
cannot be distributed to such user having no access
to the Form Type.
View All Private
Forms – Marking this checkbox ON allows members of the role to
only view such Private Forms though they are not on the Form Distribution
List. However, such users will not be able to carry out any action on
the Form (e.g. “Reply”, “Distribute”, and “Edit & Distribute”).
FAQ's:
Q: I have View All Private Forms set to yes for my role and i want to distribute an action on a Response message though i am not on the distribution list.
A: For Private Forms on which you are not on the distribution list, the icons of Reply, Distribute, Edit & Distribute are not visible.
Q: I want to search for specific form instance though i do not have access to the Form Type.
A: Only forms on which you have access to will be retrieved from the search filter.
Useful Links: