Knowledgebase articles
- Welcome to the Knowledge Base
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- Introduction to Transaction Documents
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- Introduction to Transaction Documents
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How to share and remove Form Layout views for Users and Groups?
Last updated : 27th July 2024
To share and remove access of Form Layout views for users and groups, you will need to check the permissions of the Form Layout in question. This can be done by going to Start > Configuration > Customization > [Select the record you wish to edit] > Form Layouts > [Select the Form Layout you wish to edit] > Click the ‘Sharing’ button at the top right. You should see the view below:
Here you can see who has permission to view this Form Layout.
1. You can add a user/group by selecting the ‘+ Add Rule’ button
2. You can amend the permissions that each user/group has by ticking and unticking the tick boxes
3. You can remove access by selecting the ‘x’ on the far right of the row