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With the appropriate permissions, you can manage a form's security
by specifying the users who can activate the form, as well as those who can run reports on completed
forms.
If the form is not available for on-demand activation (such as those activated by a change in status or the time of day), the Form Security Settings page does not include the Activate Form option.
To run a form report,
you or your role must have that
right.
To run a report on behalf of a resource,
you must have report running rights for that resource.
A user can run reports only on data that their users or resource submitted and/or received
If the form is not available for on-demand activation (such as those activated by a change in status or the time of day), the page does not include the Activate Form option.
.
To set up or change form security
- In the main menu, click Form and, in the list, click Configure Forms.
- The Form Configuration
- page opens.
- Locate the form and, on that row, click
- Security
- .
- The Form Security Settings page opens.
- If necessary, use the filters to search for people.
- On the left, select the
- checkbox for the appropriate rights:
- Activate Form
- Run Report
- Click
- Save.
- The Form Configuration page
- opens.
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