Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Training
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- Preferences
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- Cases
- Importing Data
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- Introduction to Marketing
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- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
- GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
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- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
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- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
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- 123FormBuilder Form Entry to Case
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- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
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- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
- RingCentral
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- Comments
- People & Organisations
- Reporting
- Introduction to Reporting
- Using Reports
- Introduction to Charts
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- Report Snapshots
- Dashboards
- Transaction Documents
- Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
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- Contract Management
- Sagelink
- Introduction to Transaction Documents
- Auditing
- Configuration
- Introduction to System Administration
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- Email & Integration
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- Creating & Modifying Picklists
- Theme
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- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Sign In Customisation
- Automation
- Contact Support
- Releases & Roadmap
How to share and remove Form Layout views for Users and Groups?
Last updated : 27th July 2024
To share and remove access of Form Layout views for users and groups, you will need to check the permissions of the Form Layout in question. This can be done by going to Start > Configuration > Customization > [Select the record you wish to edit] > Form Layouts > [Select the Form Layout you wish to edit] > Click the ‘Sharing’ button at the top right. You should see the view below:
Here you can see who has permission to view this Form Layout.
1. You can add a user/group by selecting the ‘+ Add Rule’ button
2. You can amend the permissions that each user/group has by ticking and unticking the tick boxes
3. You can remove access by selecting the ‘x’ on the far right of the row