locked
Form Selector Not showing RRS feed

  • Question

  • Hi

    is there any thing related to the role for showing the Form selector

    for admin users they are able to see it 

    but for normal user it will load only the first form 

    Any idea

    Wednesday, June 28, 2017 7:47 AM

Answers

  • I will explain video (if it was not too informative as I expected):

    1. Open your quote entity -> forms.

    2. Choose new form in the grid you created that's not available for non-admin users and click "Assign Security Roles" button.

    3. In appeared dialog choose "Display to everyone" or choose roles for which you want that form to be visible.

    4. Click OK.

    5. Do steps 2-4 for all newly created forms.

    6. Publish Quote entity.

    Good luck.


    Dynamics CRM/Business Solutions MVP
    Read My blog

    • Marked as answer by Abood Hamwi Thursday, June 29, 2017 4:48 AM
    Wednesday, June 28, 2017 5:28 PM
    Moderator

All replies

  • Hello,

    To make new forms available to all users ensure that it is marked as available. Check this video - https://youtu.be/JW1LooWhNqc?t=295


    Dynamics CRM/Business Solutions MVP
    Read My blog

    Wednesday, June 28, 2017 11:38 AM
    Moderator
  • All forms are active

    and as i mentions the users with System Admin role the are able to see the form selectors but for the others it's only showing the first one and there is not form selector 

    The Entity is Quote entity

    Wednesday, June 28, 2017 5:03 PM
  • I will explain video (if it was not too informative as I expected):

    1. Open your quote entity -> forms.

    2. Choose new form in the grid you created that's not available for non-admin users and click "Assign Security Roles" button.

    3. In appeared dialog choose "Display to everyone" or choose roles for which you want that form to be visible.

    4. Click OK.

    5. Do steps 2-4 for all newly created forms.

    6. Publish Quote entity.

    Good luck.


    Dynamics CRM/Business Solutions MVP
    Read My blog

    • Marked as answer by Abood Hamwi Thursday, June 29, 2017 4:48 AM
    Wednesday, June 28, 2017 5:28 PM
    Moderator
  • Thank you 

    Thursday, June 29, 2017 4:49 AM