Article 18: Why Can't I See A Custom Form?

Custom Forms Module
Knowledge Base 2.0 article 18

Why Can't I See A Custom Form?

Navigation Path
< Module > → Custom Forms → Custom Forms Directory → Form Editor → Shares 

When you are creating your custom forms you will have the ability to decide who will see your forms. Without that permission YOU WILL NOT be able to view any forms.

A Brief Overview

Assigning Staff Permissions

The ( 3 ) three different ways to be able to view the forms are: 

1. To be the OWNER / CREATOR of the form.      

You can see who the owner / creator is on each form on the right side of the “Shares” tab of the form editor. 

2. Having the owner/ creator SHARE the form with you.    

You can have the forms shared with you by anyone that has permission to allow changes to the form/ forms. 

3. Being on a TEAM that is sharing a form with each other.    

The creator or anyone who has permission to change the form can add anyone from the team's list of choices.  

(On the right side of the “Shares” tab of the form editor is where you will be able to see all these options in one place)