Monday, July 8, 2019

Permission to create custom Entry Forms

In order for a custom role to create custom Entry forms or edit existing custom Entry forms, the permission below must be added first by the Administrator.

1. Navigate to Setup > Users/Roles > Manage Roles
2. Edit the Role
3. Permissions tab > Setup subtab > add Custom Entry Forms with Edit access level
4. Click Save

Entry forms are found under Customization > Forms > Entry forms.

Related Topics:
Creating Custom Entry and Transaction Forms
Access Levels for Permissions

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