Configure multiple forms

Users of model driven applications encounter many forms in their user experience, and they even encounter different forms for the same table depending on their role, job tasks, and desired outcomes.

You can set the form order when using multiple forms. Form order defines the order in which a user sees the available forms, within the set of allowed forms for their security roles.

The Form settings give you the ability to choose a form set from the dropdown and then allow you to drag and drop to change the order of the forms. To save the reordering, press the Save and publish button.

Access to forms

When users need to access common tables for different roles, it might be useful to have other forms available to tailor the user experience for that particular set of users. You can assign a security role (or collection of security roles) to control access to the form. For example, you may have a set of users who focus on sales and have customizations to the Contact row such as the addition of LinkedIn Sales Navigator widgets. For a non-sales user, this would make for an undesirable experience, with loads of unnecessary blank areas on the Contact form. You could copy the main contact row and then add or remove the components to the copy, and then assign security roles to each of the forms.

Transportation Management System Malaysia