The Permission Management feature of a form allows you to decide who can view or edit tabs, sections, subviews, and fields based on user/group and workflow status (optionally by outcome). Use it to hide sensitive information, set read-only rules after specific workflow steps, or show sections only to HR/managers. If the form is a system form, work on a copy.

1. Go to Setup > User Interface > Views and Forms Management
2. Open the form:
   • If it is not a system form, open it directly
   • If it is a system form, when prompted create a copy and work on that copy
3. Click Actions > Permission Management

Create/Edit a permission set

• User: choose who the permission applies to
  • Dynamic security groups (e.g., All users, Boss, Direct boss, HR Manager)
  • Custom groups created by your company
  • Specific users (manual selection)
• Workflow: select the workflow available for the form’s table
• Status: choose the workflow status in which the permission is active
• Outcome (optional): a further condition based on the outcome; leave empty if not needed

Click Save

Set read/write permissions

The permission grid of the form opens. For each row (tab, title, field, subview), set:

• Read – what the user can see
• Write – what the user can edit

For each column you can choose:

• Allow: allow the action on the row
• Deny: hide the row or block editing
• Allow all: apply “Allow” to all rows of the current section
• No selection: no explicit rule

Recommended procedure

1. First set permissions on containers (Tabs, Titles, Subviews)
2. Then refine individual fields (e.g., visible but read-only: Read = Allow, Write = Deny)
3. Use Allow all to speed up, then apply exceptions
4. Click Save

Order and priority

In Permission Management, use Sort: the sets at the top have higher priority and are applied first.

Verify

1. Open the form with a user belonging to the target group
2. Check that visibility and editing match the rules
3. If needed, refine workflow/status conditions or reorder permission sets

Best practices

• Always copy system forms before modifying them
• Prefer dynamic groups; limit permissions set on specific users
• Remember: a Deny on a single item overrides a general Allow