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Navigate to the Form Permissions page.
Click the
Trash icon next to the permission.
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Permissions Breakdown
Permissions at their core can be broken down into two fundamental aspects: the users and the actions available to them. With this in mind, you can configure various combinations of permissions to effectively manage who, what and when actions can be performed on your form.
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When managing permissions, it's important to consider two types of users: both the primary user completing the form and the user on whose behalf actions are performedto whom the form is assigned. For exampleinstance, User A can act one user can fill out a form on behalf of User Banother user.
You can select from these user types:
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Option | Description |
|---|---|
Create | Grants the main user the ability to create a form for the specified user. This only applies to Registration type forms. Validation forms are unaffected by this toggle. |
Submit | Grants the main user the ability to submit the form. |
View History | Enables Allows the user to view forms assigned to them but not created by them. For instanceexample, if a guardian creates a form for a student, and the student has permissions (the view history )permission, they can see the form created by the guardian. |
Examples
PermissionUser filling out the form | User the form is attached to | Actions | Outcome |
|---|---|---|---|
Guardian for | Student | Create and Submit | Grants the guardian access to create and submit forms on behalf of a student. |
Guardian for | Guardian | Create | Grants the guardian access to only create a given form that is not linked to a student. |
Student for | Student | View History | Grants the student access to view the form once it has been created. |
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Additional Options
There are additional settings for more granular control over your forms. To access these options, please click the 
Additional Options button located on the form permission.
Option | Description | |
|---|---|---|
From/To | Designate Activation Period | Set specific time boundaries for when the permission is grantedactive. The form will only be accessible after between the "From Date and Time" and will disappear after the "To Date and Time" (unless ." Outside of this period, the form will be view-only if the user has existing previously submitted forms, available for view only). |
Submit afterDate and time when the form can be submitted, which must fall within the specified From/To rangeAfter | Set a date when the user can begin submitting the form. This must be within the form’s availability period if one is set. | |
Allow create multiple | Allows the user to create multiple instances of the form. | |
Allow edit after submit | Allows the user to edit the form until the close time (if set)after submission. If there is a close time, they will have up until then to make any changes. Fields with the "Review.SubmitOnlyFields" permission will not be available for editing. |
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Note: When the Additional Options icon changes to a yellow alert, this simply indicates that one of the above options have been selected. This does not indicate that there is an issue. |
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User Conditions
To create more detailed permissions, you can specify various conditions that the specified user must meet in order to access the form. Listed below are the available conditions associated with each user type.
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