Form configuration controls how Forms operate within a Project, which roles can access them and how they are processed through Workflows.
Configure Form Settings
Users with the Edit Workspace Form Settings privilege can configure Form settings within a Project.
Available Form management options include:
Navigate to Form Settings
Edit Form Template Settings
Download Form Template
Enable/Disable an existing Form Type
Set Default Form for Asite Field app
Form Settings History
NOTE: For detailed information on managing Form settings, check Set up Forms in a Project.
Assign Form Permissions
Form permissions control which roles can access and use Forms in a Project.
Privilege | Description |
Manage App Permissions | Allows users to assign or remove Form permissions for roles through App Permissions. |
NOTE: For detailed information on assigning and managing Form permissions, check Assign Form Permissions on a Project.
Design Workflow for Forms
Workflows control how Forms are routed and processed within a Project.
Privilege | Description |
Manage Workflow Rules | Allows users to create and publish Workflows for Forms. |
NOTE: For detailed information on creating a Workflow for Forms, check Create a Workflow for Forms in a Project.
Related Articles: Add Standard Form Templates to a Project, AppBuilder Overview