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Different Views of form to different users

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I have created a form with three different views and three different types of users need to access it. Any ideas on how to assign different views of a form to different types of users?

2 REPLIES 2

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We have 3 different views of our Incident form which are accessed by 3 different teams within IT (i.e. HelpDesk, Systems Team & Business Systems Managers).
I set up a Role for each of these teams & then used the Personalise Dictionary for each field to set the Read & Write roles to the appropriate Role/team.
So for example, Field1 has Read role & Write role of Helpdesk, so only Helpdesk can see this field.
To tidy things up I then created a module for each team under the Service Desk Application so they only see their form & with their options.

Hope this helps

Julia


Not applicable

I think i am missing something. I have created 3 roles and 3 groups. Assigned the roles to respective groups. Created the form with 3 views. Gave each view respective roles permission and also tried giving individual field on the form to respective roles/teams. Still i don't see any difference in views i.e. i just see only one view irrespective of what user(based on their roles ) is logged in. Any ideas please.. :confused:

Eg: field 1 and 2 are visible to user1 and user2. Where as field 2 should be visible to only user2 but it is visible to both users.