Adding Restrictions to an Additional Form
A user with the Additional Forms Admin permission can set restrictions for the company, contract, and projects that can capture an additional form. A restriction is set based on how the Type and Group fields are populated in aCompany,Contract, orProjectProfile screen. When a restriction matches the type and group selections in a Profile screen, the additional form is available for capture. The Restrictions option is also used to limit user access to an additional form by granting or denying permissions to the form based on individualuser roles.
If you do not set restrictions for an additional form, a user will be able to capture the information in the form from any Profile. If the form is not appropriate to the Contract, Company, or Project Profile, extraneous and possibly inaccurate, information will be stored in the Profile.
The Additional Forms Admin can also make an additional form mandatory so that a reminder continually displays until a user captures (adds) the form. If the information captured by the form should only be captured once, the Additional Forms Admin can designate the additional form as a single-use form.
In the steps below, we are setting restrictions for a contract additional form, but the procedure is the same for a company additional form and a project additional form, except the contract form has an Agreement Type field, which is not present for the other two forms.