Need ability to set security on form in Profile
We need an option to set security on an advanced custom form so only specific security groups can see/edit the form in employee profile but still allowing the employees that fall within the selection parameters for that online form to be able to edit the form. Currently when a custom form is secured it becomes read only for employee access users in the online forms workflow. Secure Custom Form in profile but still allow employees in online forms parameters to edit the form.
James Matthews
shared this idea
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Are you looking at custom forms in online forms only or other places as well like task manager?
Would you expect this update to apply to only custom forms or all forms?
Please elaborate on what you would expect this to look like and function.
Thank you!
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James Matthews
commented
We have a form that we only want HR employees to see in Employee Profile. We do not want accounting to see this form. Accounting does have other custom forms they will need access to in Employee Profile so we cannot remove their security to the custom forms tab. We then set security on the individual form so only HR can see it when looking in Employee Profile. We do not want the form to show in Employee access so we leave the show type under the Employee Access button to "Not Available". We do want the form to show when the employee is in the Online Forms process. However, they will not have access to it unless we allow access in Employee Access. In the Advanced Custom Forms setup, we need a third button or security option for Online Forms that would be separate from Employee Access.
We understand the original logic to use the employee access security for the online forms however we have several forms that we want employees to fill out during the online form process and not have the ability to edit again in employee access.
It was in [SC:3352663] that we were recommended to submit Customer Feedback Request.