Setting Form Visibility - Unity Forms - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - Standard - external - Standard - Premier

Unity Forms
Platform
OnBase
Product
Unity Forms
Release
Foundation 24.1
License
Standard
Premier

Once a form template has been published, you can set form visibility to further constrain which User Groups have rights to create a specific form. In order for a User Group to have rights to a form for creation in the OnBase Client, the User Group must have rights to the Document Type to which the form template belongs and rights to the form template itself. By default, all published forms are available to all User Groups that have rights to the Document Type.

For information on configuring rights to Document Types for User Groups, see the System Administration module reference guide.

Note:

You cannot change form visibility for Workflow forms. Workflow forms are always available to all User Groups that have rights to the Document Type.

To set form visibility:

  1. Open the desired published form template.
  2. In the Template ribbon group, click Form Visibility.
  3. Deselect Display for creation for all user groups.
  4. Select the User Groups you would like to grant access to the form.
    Tip:

    To easily find a User Group in a long list of User Groups, type-ahead searching is available. First, click on any User Group to highlight it and then start typing the name of the User Group you want to find. The list automatically narrows down in relation to the letters you type. The more letters of the User Group's name you type, the more the list narrows down to find the desired User Group. Type-ahead searching is available in both the Available Groups and Selected Groups columns.

  5. Click Add.
  6. Click Save.