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TammyHa
New Participant
October 6, 2020
Question

Access level for Document Custom Forms.

  • October 6, 2020
  • 3 replies
  • 737 views

We have a custom form that my users need to attach to documents that are uploaded into the system. We have some users that can do it and others that can't.

I have given contribute rights to the project but they still can't seem to attach the form. What is the bare minimum rights to the task and or project that a user needs in order to attach and edit a custom form?

Thanks!

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    3 replies

    BrandonNW
    BrandonNW
    New Participant
    October 7, 2020

    booo. My next guess would be access to the form itself?? To answer your initial question, Contribute rights is all you need to attach a form on any object. If you log in as the user, can you attach the form? Is the form visible?

    T
    TammyHaAuthor
    New Participant
    October 7, 2020

    I thought of that and doubled check. They have Create, Edit and Delete access to documents... It's very strange and I am having a hard time figuring it out! 😏

    BrandonNW
    BrandonNW
    New Participant
    October 6, 2020

    It probably has something to do with the access level of the user. They would need to have edit rights to documents in order to update a document custom form. Let me know if that helps!

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