Restrict Form to Employee Groups

Make sure that you have already created Employee Groups in the Employees module. To learn more about creating employee groups, refer to the Add Employee Group.

  1. Go to App Builder > Forms.

    The Forms page appears.

  2. Click on the form card that you want to restrict to particular employee groups.
    All Forms Page
  3. Under the Form Essentials section, click the Restrict to Employee Groups card.
    Restrict Formto Employee Groups 1
  4. Select the required groups given under the Available Groups and move them to the Selected Groups using the arrow buttons.
    Assign Employee Group
    The employee groups under the Selected Groups can access this form template.
  5. Click Save.