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How to share and remove Form Layout views for Users and Groups?
Last updated : 24th July 2026
To share or remove access to a Form Layout, you’ll need to check its permissions.
Go to Start > Configuration > Customization > [select the record type] > Form Layouts > [select the Form Layout], then click the sharing padlock in the top-right corner.
Here, you can see who currently has access and add or remove users and groups as needed.
From this screen, you can manage who can access the Form Layout:
- Click + Add Rule to give a user or group access
- Use the checkboxes to change the permissions assigned to each user or group
- Click the X at the end of a row to remove access
Any changes you make are applied immediately, making it easy to control who can view and use the Form Layout.
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