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Assign a Role

by David Goldfarb Updated on

In Forms Builder, you can create and update a Role without assigning it to a tab since there can be many forms with any number of tabs. However, you will see a warning notification if a Role is not assigned to a tab on an app's selected Quicklaunch or Atom/record form.

When you migrate an app, Roles are automatically assigned to the migrated forms and their respective tabs for you.

Currently, to assign a new Role to a tab or add/remove a Role to a tab, you will need to:

  1. Open the form in the Editor
  2. Open the tab properties editor
  3. Assign the Role to the individual tab
  4. Save the update
Drop down
Edit Tab Properties

When creating a new tab, the Requester Role will automatically be assigned to it.

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