Assign security roles to form

You can control form and field access by assigning different security roles to different forms that you create.

1. In the Navigation Pane, click Settings.
2. Under Customization, click Customizations.
3. In the Customization area, click Customize the System.
4. Under Components, expand Entities, and then expand the entity you want.
5. Click Forms. In the list, click a form to edit it if it has a Form Type of Main.
6. On the Home tab, in the Form group, click Assign Roles.
7. In the Assign Roles dialog box, select the security roles to which this form will be available. More information: Controlling Data Access
8. To make this the fallback form A form, with a form type Main, that displays for any user with read access for an entity but does not have an explicitly assigned form or forms., select the Enabled for fallback check box.

   At least one form per entity must be a fallback form, the form that is displayed to a user when no other form is available for that user's security role.

9. Click OK.
10. You can preview how the main form will appear and how events will function:
    1. On the Home tab, click Preview, and then select Create Form, Update Form, or Read-Only Form.
    2. To close the Preview form, on the File menu, click Close.
11. When you finish editing the form, click Save and Close to close the form.
12. When your customization is complete, publish it:
    • To publish customizations for only the component that you are currently editing, on the Home tab, in the Save group, click Publish.
    • To publish customizations for all unpublished components at one time, click Publish All Customizations.