When creating a new Employee Form the default is f...
# administration
n
When creating a new Employee Form the default is for the Form to be available to all Roles. I want the Form to only be available to one Role. The Form allows me to set a default but i want it not to be available at all. Editing by Role I can remove it, Role by Role. Is there a way to ensure it doesn't go to all roles? My concern would be that today I can remove it from all of todays Roles but in a year someone copies a standard role and my form will be available again.
b
Without scripting it doesn't look like it can be done other than individually disabling per role as you said. No mass updates or saved searches for the role form restriction too.
1
n
Thanks for confirming. I've removed the Custom Form field which stops a casual change of form. I've set the default. To access my single form a user would have to know the CF number. Not impossible but unlikely
b
That's a good workaround at least they won't be able to pick the form(or even know that they can). I actually didn't know you could remove the standard forms for the role so I definitely learned something too!
t
You should also be able to create a WF action that will error if any form is used other than your specified custom form, and/or plus the role as a condition